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Lion Street Advisors, LLC: IUSB position timeline

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

Lion Street Advisors, LLC held 3,957 IUSB shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,957 shares
    Change vs previous 13F -31,728 shares

    0.07% of the 13F portfolio, value $210,200.

    13F-HR 0001801991-25-000002 filed by Lion Street 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 ended2025-06-30
    13F 35,685 shares
    Change vs previous 13F +10,415 shares

    0.5% of the 13F portfolio, value $1,649,726.

    13F-HR 0001085146-25-004168 filed by Lion Street 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 ended2025-03-31
    13F 25,270 shares
    Change vs previous 13F +7,552 shares

    0.37% of the 13F portfolio, value $1,164,442.

    13F-HR 0001085146-25-002198 filed by Lion Street 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 ended2024-12-31
    13F 17,718 shares
    Change vs previous 13F +3,805 shares

    0.26% of the 13F portfolio, value $800,855.

    13F-HR 0001085146-25-000506 filed by Lion Street 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 ended2024-09-30
    13F 13,913 shares
    Change vs previous 13F +4,298 shares

    0.23% of the 13F portfolio, value $655,548.

    13F-HR 0001085146-24-004781 filed by Lion Street 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 ended2024-06-30
    13F 9,615 shares
    Change vs previous 13F +2,365 shares

    0.16% of the 13F portfolio, value $434,791.

    13F-HR 0001085146-24-002866 filed by Lion Street 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 ended2024-03-31
    13F 7,250 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $333,989.

    13F-HR 0001085146-24-001762 filed by Lion Street 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 ended2023-12-31
    13F 7,250 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $333,989.

    13F-HR 0001085146-24-000125 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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