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Mutual Advisors, LLC: IUSB position timeline

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

Mutual Advisors, LLC held 152,335 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,335 shares
    Change vs previous 13F +23,660 shares

    0.13% of the 13F portfolio, value $7,030,249.

    13F-HR 0001986152-26-000154 filed by Mutual 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 128,675 shares
    Change vs previous 13F -174,590 shares

    0.13% of the 13F portfolio, value $5,943,493.

    13F-HR 0001986152-26-000054 filed by Mutual 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 303,265 shares
    Change vs previous 13F -3,490 shares

    0.3% of the 13F portfolio, value $14,113,930.

    13F-HR 0001986152-26-000005 filed by Mutual 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 306,755 shares
    Change vs previous 13F +15,374 shares

    0.32% of the 13F portfolio, value $14,426,675.

    13F-HR 0001986152-25-000100 filed by Mutual 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 291,381 shares
    Change vs previous 13F -91,838 shares

    0.33% of the 13F portfolio, value $13,388,949.

    13F-HR 0001986152-25-000050 filed by Mutual 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 383,219 shares
    Change vs previous 13F +40,292 shares

    0.5% of the 13F portfolio, value $17,589,729.

    13F-HR 0001986152-25-000037 filed by Mutual 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 342,927 shares
    Change vs previous 13F +67,807 shares

    0.45% of the 13F portfolio, value $15,496,866.

    13F-HR 0001986152-25-000002 filed by Mutual 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 275,120 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,661,035.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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