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Disclosery

Mason & Associates, LLC: IUSB position timeline

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

Mason & Associates, LLC held 2,945,948 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,945,948 shares
    Change vs previous 13F +48,698 shares

    28.29% of the 13F portfolio, value $135,955,501.

    13F-HR 0001754960-26-000510 filed by Mason & Associates, 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 2,897,250 shares
    Change vs previous 13F +66,130 shares

    30.64% of the 13F portfolio, value $133,823,978.

    13F-HR 0001754960-26-000303 filed by Mason & Associates, 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 2,831,120 shares
    Change vs previous 13F +395,303 shares

    29.96% of the 13F portfolio, value $131,760,325.

    13F-HR 0001754960-26-000098 filed by Mason & Associates, 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 2,435,817 shares
    Change vs previous 13F +1 shares

    28.28% of the 13F portfolio, value $112,607,774.

    13F-HR 0001754960-25-000746 filed by Mason & Associates, 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 2,435,816 shares
    Change vs previous 13F -257,586 shares

    28.28% of the 13F portfolio, value $112,607,774.

    13F-HR 0001754960-25-000508 filed by Mason & Associates, 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 2,693,402 shares
    Change vs previous 13F +122,407 shares

    35.75% of the 13F portfolio, value $124,111,964.

    13F-HR 0001754960-25-000175 filed by Mason & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,570,995 shares
    Change vs previous 13F +97,484 shares

    34.71% of the 13F portfolio, value $116,208,974.

    13F-HR 0001754960-25-000031 filed by Mason & Associates, LLC
    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 2,473,511 shares
    Change vs previous 13F not available

    35.66% of the 13F portfolio, value $116,551,838.

    13F-HR 0001754960-24-000500 filed by Mason & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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