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Mayflower Financial Advisors, LLC: IUSB position timeline

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

Mayflower Financial Advisors, LLC held 317,974 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,974 shares
    Change vs previous 13F +127,146 shares

    1.27% of the 13F portfolio, value $14,674,480.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial 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 ended2026-03-31
    13F 190,828 shares
    Change vs previous 13F +11,101 shares

    1.07% of the 13F portfolio, value $8,814,343.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial 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 ended2025-12-31
    13F 179,727 shares
    Change vs previous 13F +7,735 shares

    1.01% of the 13F portfolio, value $8,364,492.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial 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 ended2025-09-30
    13F 171,992 shares
    Change vs previous 13F -26,545 shares

    1.01% of the 13F portfolio, value $8,033,769.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial 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 ended2025-06-30
    13F 198,537 shares
    Change vs previous 13F -27,120 shares

    1.28% of the 13F portfolio, value $9,178,343.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial 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 ended2025-03-31
    13F 225,657 shares
    Change vs previous 13F +10,981 shares

    1.58% of the 13F portfolio, value $10,398,275.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial 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 ended2024-12-31
    13F 214,676 shares
    Change vs previous 13F -39,111 shares

    1.45% of the 13F portfolio, value $9,703,355.

    13F-HR 0001951757-25-000102 filed by Mayflower Financial 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 ended2024-09-30
    13F 253,787 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $11,958,443.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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