M1 Capital Management LLC: IUSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M1 Capital Management LLC on IUSB, newest first. How the timeline and the estimate are built.
M1 Capital Management LLC held 108,135 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 108,135 sharesChange vs previous 13F +55,532 shares
1.84% of the 13F portfolio, value $4,990,433.
13F-HR 0001976157-26-000004 filed by M1 Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 52,603 sharesChange vs previous 13F -16,131 shares
1.12% of the 13F portfolio, value $2,429,722.
13F-HR 0001976157-26-000002 filed by M1 Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 68,734 sharesChange vs previous 13F -2,072 shares
1.34% of the 13F portfolio, value $3,198,887.
13F-HR 0001976157-26-000001 filed by M1 Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 70,806 sharesChange vs previous 13F -1,397 shares
1.43% of the 13F portfolio, value $3,307,368.
13F-HR 0001976157-25-000008 filed by M1 Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 72,203 sharesChange vs previous 13F -16,560 shares
1.68% of the 13F portfolio, value $3,337,928.
13F-HR 0001976157-25-000004 filed by M1 Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 88,763 sharesChange vs previous 13F -27,899 shares
2.56% of the 13F portfolio, value $4,090,208.
13F-HR 0001976157-25-000003 filed by M1 Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 116,662 sharesChange vs previous 13F not available
2.85% of the 13F portfolio, value $5,273,123.
13F-HR 0001976157-25-000002 filed by M1 Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).