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Disclosery

LPWM LLC: IUSB position timeline

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

LPWM LLC held 41,822 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,822 shares
    Change vs previous 13F +2,717 shares

    0.43% of the 13F portfolio, value $1,930,085.

    13F-HR 0001951757-26-001044 filed by LPWM 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 39,105 shares
    Change vs previous 13F +75 shares

    0.46% of the 13F portfolio, value $1,806,260.

    13F-HR 0001951757-26-000557 filed by LPWM 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 39,030 shares
    Change vs previous 13F +15,600 shares

    0.46% of the 13F portfolio, value $1,816,456.

    13F-HR 0001951757-26-000010 filed by LPWM 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 23,430 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,094,415.

    13F-HR 0001951757-25-001174 filed by LPWM 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 23,430 shares
    Change vs previous 13F +12,250 shares

    0.32% of the 13F portfolio, value $1,083,169.

    13F-HR 0001951757-25-000587 filed by LPWM 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 11,180 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $515,174.

    13F-HR 0001951757-25-000345 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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