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KERR FINANCIAL PLANNING Corp: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KERR FINANCIAL PLANNING Corp on IUSB, newest first. How the timeline and the estimate are built.

KERR FINANCIAL PLANNING Corp held 25,052 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,052 shares
    Change vs previous 13F -500 shares

    1.29% of the 13F portfolio, value $1,156,150.

    13F-HR 0002095947-26-000006 filed by KERR FINANCIAL PLANNING Corp
    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/A 25,552 shares
    Change vs previous 13F +2,550 shares

    0.83% of the 13F portfolio, value $1,182,674.

    13F-HR/A 0002095947-26-000005 filed by KERR FINANCIAL PLANNING Corp
    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/A 23,002 shares
    Change vs previous 13F -250 shares

    1.45% of the 13F portfolio, value $1,072,238.

    13F-HR/A 0002095947-26-000003 filed by KERR FINANCIAL PLANNING Corp
    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/A 23,252 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,084,473.

    13F-HR/A 0002095947-26-000004 filed by KERR FINANCIAL PLANNING Corp
    Filed (acceptance time not in the bulk data set), ingested

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