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PFG Advisors: IUSB position timeline

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

PFG Advisors held 233,566 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,566 shares
    Change vs previous 13F -169,364 shares

    0.54% of the 13F portfolio, value $10,779,079.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 402,930 shares
    Change vs previous 13F +28,720 shares

    0.91% of the 13F portfolio, value $18,611,317.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 374,210 shares
    Change vs previous 13F +55,880 shares

    0.85% of the 13F portfolio, value $17,415,725.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 318,330 shares
    Change vs previous 13F +11,296 shares

    0.61% of the 13F portfolio, value $14,869,209.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 307,034 shares
    Change vs previous 13F +5,444 shares

    0.66% of the 13F portfolio, value $14,194,195.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 301,590 shares
    Change vs previous 13F +23,437 shares

    0.78% of the 13F portfolio, value $13,897,247.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 278,153 shares
    Change vs previous 13F +4,012 shares

    0.77% of the 13F portfolio, value $12,572,503.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 274,141 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $12,917,537.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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