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Disclosery

Peninsula Wealth, LLC: IUSB position timeline

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

Peninsula Wealth, LLC held 159,067 IUSB shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 159,067 shares
    Change vs previous 13F +1,112 shares

    1.23% of the 13F portfolio, value $7,189,815.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 157,955 shares
    Change vs previous 13F +12,566 shares

    1.28% of the 13F portfolio, value $7,351,238.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 145,389 shares
    Change vs previous 13F +39,028 shares

    1.24% of the 13F portfolio, value $6,657,379.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 106,361 shares
    Change vs previous 13F +17,520 shares

    0.97% of the 13F portfolio, value $4,848,991.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 88,841 shares
    Change vs previous 13F +79,710 shares

    0.84% of the 13F portfolio, value $4,092,885.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 9,131 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $391,811.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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