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Portfolio Resources Advisor Group, Inc.: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Resources Advisor Group, Inc. on IUSB, newest first. How the timeline and the estimate are built.

Portfolio Resources Advisor Group, Inc. held 172,509 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,509 shares
    Change vs previous 13F +48,437 shares

    6.73% of the 13F portfolio, value $7,961,290.

    13F-HR 0001398344-26-012973 filed by Portfolio Resources Advisor Group, Inc.
    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 124,072 shares
    Change vs previous 13F +10,334 shares

    5.69% of the 13F portfolio, value $5,730,886.

    13F-HR 0001398344-26-006538 filed by Portfolio Resources Advisor Group, Inc.
    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 113,738 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $5,293,367.

    13F-HR 0001398344-26-002982 filed by Portfolio Resources Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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