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Pinion Investment Advisors, LLC: IUSB position timeline

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

Pinion Investment Advisors, LLC held 191,311 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,311 shares
    Change vs previous 13F +21,343 shares

    1.68% of the 13F portfolio, value $8,829,020.

    13F-HR 0001738738-26-000005 filed by Pinion Investment 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 169,968 shares
    Change vs previous 13F +41,054 shares

    1.83% of the 13F portfolio, value $7,850,814.

    13F-HR 0001738738-26-000002 filed by Pinion Investment 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 128,914 shares
    Change vs previous 13F +33,085 shares

    1.46% of the 13F portfolio, value $5,999,665.

    13F-HR 0001738738-26-000001 filed by Pinion Investment 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 95,829 shares
    Change vs previous 13F +38,385 shares

    1.23% of the 13F portfolio, value $4,511,615.

    13F-HR 0001738738-25-000006 filed by Pinion Investment 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 57,444 shares
    Change vs previous 13F -29,116 shares

    0.92% of the 13F portfolio, value $2,655,651.

    13F-HR 0001738738-25-000004 filed by Pinion Investment 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 86,560 shares
    Change vs previous 13F +26,686 shares

    0.88% of the 13F portfolio, value $3,988,644.

    13F-HR 0001738738-25-000003 filed by Pinion Investment 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 59,874 shares
    Change vs previous 13F +25,149 shares

    1.08% of the 13F portfolio, value $2,706,321.

    13F-HR 0001738738-25-000001 filed by Pinion Investment 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 34,725 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,636,242.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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