INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: USB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC on USB, newest first. How the timeline and the estimate are built.
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC held 10,912 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 10,912 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $676,108.
13F-HR 0001420506-26-001267 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,912 sharesChange vs previous 13F -2,429 shares
0.04% of the 13F portfolio, value $575,608.
13F-HR 0001420506-26-000777 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,341 sharesChange vs previous 13F -11,884 shares
0.05% of the 13F portfolio, value $711,876.
13F-HR 0001420506-26-000135 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,225 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $1,172,710.
13F-HR 0001420506-25-002953 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,225 sharesChange vs previous 13F -7,321 shares
0.09% of the 13F portfolio, value $1,141,431.
13F-HR 0001420506-25-001602 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,546 sharesChange vs previous 13F +11,278 shares
0.12% of the 13F portfolio, value $1,374,092.
13F-HR 0001420506-25-000802 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,268 sharesChange vs previous 13F +21,268 shares
0.09% of the 13F portfolio, value $1,017,886.
13F-HR 0001420506-25-000010 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001420506-24-002166 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.