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Disclosery

LongView Wealth Management: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LongView Wealth Management on IUSB, newest first. How the timeline and the estimate are built.

LongView Wealth Management held 43,961 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,961 shares
    Change vs previous 13F +14,690 shares

    0.52% of the 13F portfolio, value $2,028,814.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 29,271 shares
    Change vs previous 13F +680 shares

    0.34% of the 13F portfolio, value $1,360,221.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 28,591 shares
    Change vs previous 13F +18,821 shares

    0.32% of the 13F portfolio, value $1,333,495.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 9,770 shares
    Change vs previous 13F -443 shares

    0.12% of the 13F portfolio, value $456,353.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 10,213 shares
    Change vs previous 13F -1,774 shares

    0.14% of the 13F portfolio, value $472,169.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 11,987 shares
    Change vs previous 13F +203 shares

    0.17% of the 13F portfolio, value $552,374.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 11,784 shares
    Change vs previous 13F +593 shares

    0.16% of the 13F portfolio, value $532,617.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 11,191 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $527,341.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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