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Disclosery

Payne Capital LLC: IUSB position timeline

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

Payne Capital LLC held 21,054 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,054 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $971,647.

    13F-HR 0001754960-26-000746 filed by Payne Capital 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 21,054 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $972,488.

    13F-HR 0001754960-26-000276 filed by Payne Capital 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 21,054 shares
    Change vs previous 13F +148 shares

    1% of the 13F portfolio, value $979,858.

    13F-HR 0001754960-26-000091 filed by Payne Capital 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 20,906 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $976,519.

    13F-HR 0001754960-25-000754 filed by Payne Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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