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Disclosery

Pines Wealth Management, LLC: IUSB position timeline

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

Pines Wealth Management, LLC held 83,493 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,493 shares
    Change vs previous 13F +2,153 shares

    1.11% of the 13F portfolio, value $3,853,202.

    13F-HR 0001951757-26-001023 filed by Pines Wealth Management, 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 81,340 shares
    Change vs previous 13F +10,299 shares

    1.22% of the 13F portfolio, value $3,757,095.

    13F-HR 0001951757-26-000527 filed by Pines Wealth Management, 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 71,041 shares
    Change vs previous 13F +5,822 shares

    1.07% of the 13F portfolio, value $3,306,249.

    13F-HR 0001951757-26-000342 filed by Pines Wealth Management, 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 65,219 shares
    Change vs previous 13F +1,714 shares

    1.03% of the 13F portfolio, value $3,046,380.

    13F-HR 0001951757-25-001248 filed by Pines Wealth Management, 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 63,505 shares
    Change vs previous 13F +1,538 shares

    1.03% of the 13F portfolio, value $2,914,880.

    13F-HR 0001951757-25-000603 filed by Pines Wealth Management, 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 61,967 shares
    Change vs previous 13F -3,551 shares

    1.3% of the 13F portfolio, value $2,812,683.

    13F-HR 0001951757-25-000336 filed by Pines Wealth Management, 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 65,518 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,933,241.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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