Skip to content
Disclosery

JACOBSON & SCHMITT ADVISORS, LLC: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACOBSON & SCHMITT ADVISORS, LLC on IUSB, newest first. How the timeline and the estimate are built.

JACOBSON & SCHMITT ADVISORS, LLC held 783,510 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 783,510 shares
    Change vs previous 13F -13,836 shares

    5.91% of the 13F portfolio, value $36,158,987.

    13F-HR 0001951757-26-001002 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 797,346 shares
    Change vs previous 13F +18,144 shares

    6.68% of the 13F portfolio, value $36,829,412.

    13F-HR 0001951757-26-000572 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 779,202 shares
    Change vs previous 13F +15,358 shares

    6.11% of the 13F portfolio, value $36,264,062.

    13F-HR 0001951757-26-000239 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 763,844 shares
    Change vs previous 13F +17,297 shares

    6.12% of the 13F portfolio, value $35,679,153.

    13F-HR 0001951757-25-001367 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 746,547 shares
    Change vs previous 13F +16,382 shares

    6.12% of the 13F portfolio, value $34,512,868.

    13F-HR 0001951757-25-001034 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 730,165 shares
    Change vs previous 13F +22,176 shares

    6.88% of the 13F portfolio, value $33,646,004.

    13F-HR 0001951757-25-000495 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 707,989 shares
    Change vs previous 13F +23,173 shares

    6.18% of the 13F portfolio, value $32,001,103.

    13F-HR 0001951757-25-000166 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 684,816 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $32,268,530.

    13F-HR 0001951757-24-001135 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).