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Disclosery

Raleigh Capital Management Inc.: IUSB position timeline

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

Raleigh Capital Management Inc. held 23,779 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,779 shares
    Change vs previous 13F +8,470 shares

    0.35% of the 13F portfolio, value $1,097,390.

    13F-HR 0001911726-26-000003 filed by Raleigh Capital Management 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 15,309 shares
    Change vs previous 13F +1,113 shares

    0.24% of the 13F portfolio, value $707,114.

    13F-HR 0001911726-26-000002 filed by Raleigh Capital Management 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 14,196 shares
    Change vs previous 13F -347 shares

    0.24% of the 13F portfolio, value $660,679.

    13F-HR 0001911726-26-000001 filed by Raleigh Capital Management Inc.
    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 14,543 shares
    Change vs previous 13F -3,646 shares

    0.26% of the 13F portfolio, value $679,299.

    13F-HR 0001911726-25-000007 filed by Raleigh Capital Management Inc.
    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 18,189 shares
    Change vs previous 13F -657 shares

    0.35% of the 13F portfolio, value $840,893.

    13F-HR 0001911726-25-000005 filed by Raleigh Capital Management Inc.
    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 18,846 shares
    Change vs previous 13F -537 shares

    0.39% of the 13F portfolio, value $868,423.

    13F-HR 0001911726-25-000002 filed by Raleigh Capital Management Inc.
    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 19,383 shares
    Change vs previous 13F -1,585 shares

    0.34% of the 13F portfolio, value $876,094.

    13F-HR 0001911726-25-000001 filed by Raleigh Capital Management Inc.
    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 20,968 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $988,030.

    13F-HR 0001911726-24-000005 filed by Raleigh Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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