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Randall & Associates Wealth Management: IUSB position timeline

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

Randall & Associates Wealth Management held 154,526 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,526 shares
    Change vs previous 13F +11,455 shares

    4.41% of the 13F portfolio, value $7,131,375.

    13F-HR 0002011901-26-000003 filed by Randall & Associates Wealth Management
    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 143,071 shares
    Change vs previous 13F +1,980 shares

    4.45% of the 13F portfolio, value $6,608,450.

    13F-HR 0002011901-26-000002 filed by Randall & Associates Wealth Management
    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 141,091 shares
    Change vs previous 13F +5,638 shares

    4.55% of the 13F portfolio, value $6,566,375.

    13F-HR 0002011901-26-000001 filed by Randall & Associates Wealth Management
    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 135,453 shares
    Change vs previous 13F +25,999 shares

    4.59% of the 13F portfolio, value $6,327,010.

    13F-HR 0002011901-25-000008 filed by Randall & Associates Wealth Management
    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 109,454 shares
    Change vs previous 13F -1,300 shares

    3.89% of the 13F portfolio, value $5,060,059.

    13F-HR 0001085146-25-004041 filed by Randall & Associates Wealth Management
    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 110,754 shares
    Change vs previous 13F +4,295 shares

    4.21% of the 13F portfolio, value $5,103,545.

    13F-HR 0001085146-25-001977 filed by Randall & Associates Wealth Management
    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 106,459 shares
    Change vs previous 13F +24,657 shares

    3.99% of the 13F portfolio, value $4,811,947.

    13F-HR 0001085146-25-000221 filed by Randall & Associates Wealth Management
    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 81,802 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $3,854,510.

    13F-HR 0001085146-24-005418 filed by Randall & Associates Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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