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Disclosery

RCS Financial Planning, LLC: IUSB position timeline

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

RCS Financial Planning, LLC held 33,269 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,269 shares
    Change vs previous 13F +5,401 shares

    0.73% of the 13F portfolio, value $1,535,377.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, 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 27,868 shares
    Change vs previous 13F -96,297 shares

    0.67% of the 13F portfolio, value $1,287,233.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, 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 124,165 shares
    Change vs previous 13F -1,290 shares

    2.49% of the 13F portfolio, value $5,778,617.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, 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 125,455 shares
    Change vs previous 13F -5,443 shares

    2.6% of the 13F portfolio, value $5,859,984.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, 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 130,898 shares
    Change vs previous 13F -1,480 shares

    3.01% of the 13F portfolio, value $6,051,396.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, 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 132,378 shares
    Change vs previous 13F -22,037 shares

    3.22% of the 13F portfolio, value $6,099,974.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, 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 154,415 shares
    Change vs previous 13F -45,193 shares

    3.71% of the 13F portfolio, value $6,979,539.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, 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 199,608 shares
    Change vs previous 13F not available

    5.22% of the 13F portfolio, value $9,405,528.

    13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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