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QUATTRO FINANCIAL ADVISORS LLC: IUSB position timeline

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

QUATTRO FINANCIAL ADVISORS LLC held 213,089 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 213,089 shares
    Change vs previous 13F +47,717 shares

    2.1% of the 13F portfolio, value $9,834,057.

    13F-HR 0001214659-26-008622 filed by QUATTRO FINANCIAL 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 165,372 shares
    Change vs previous 13F +13,544 shares

    2.31% of the 13F portfolio, value $7,638,533.

    13F-HR 0001214659-26-004934 filed by QUATTRO FINANCIAL 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 151,828 shares
    Change vs previous 13F +96 shares

    2.11% of the 13F portfolio, value $7,066,075.

    13F-HR 0001214659-26-000818 filed by QUATTRO FINANCIAL 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 151,732 shares
    Change vs previous 13F -4,464 shares

    2.24% of the 13F portfolio, value $7,087,402.

    13F-HR 0001214659-25-015139 filed by QUATTRO FINANCIAL 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 156,196 shares
    Change vs previous 13F -3,121 shares

    2.54% of the 13F portfolio, value $7,220,941.

    13F-HR 0001214659-25-010696 filed by QUATTRO FINANCIAL 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 159,317 shares
    Change vs previous 13F -364 shares

    2.52% of the 13F portfolio, value $7,341,327.

    13F-HR 0001214659-25-006546 filed by QUATTRO FINANCIAL 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/A 159,681 shares
    Change vs previous 13F -260 shares

    1.87% of the 13F portfolio, value $7,241,533.

    13F-HR/A 0001214659-25-001430 filed by QUATTRO FINANCIAL 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/A 159,941 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $7,396,472.

    13F-HR/A 0001214659-25-001428 filed by QUATTRO FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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