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Resurgent Financial Advisors LLC: IUSB position timeline

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

Resurgent Financial Advisors LLC held 55,822 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,822 shares
    Change vs previous 13F +19,674 shares

    0.72% of the 13F portfolio, value $2,576,185.

    13F-HR 0001912339-26-000004 filed by Resurgent 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 36,148 shares
    Change vs previous 13F +1,179 shares

    0.61% of the 13F portfolio, value $1,669,676.

    13F-HR 0001912339-26-000002 filed by Resurgent 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 34,969 shares
    Change vs previous 13F +151 shares

    0.82% of the 13F portfolio, value $1,627,457.

    13F-HR 0001912339-26-000001 filed by Resurgent 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 34,818 shares
    Change vs previous 13F -6,077 shares

    0.8% of the 13F portfolio, value $1,626,349.

    13F-HR 0001912339-25-000002 filed by Resurgent 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 40,895 shares
    Change vs previous 13F -6,626 shares

    1.04% of the 13F portfolio, value $1,890,598.

    13F-HR 0001085146-25-004779 filed by Resurgent 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 47,521 shares
    Change vs previous 13F +218 shares

    1.32% of the 13F portfolio, value $2,189,790.

    13F-HR 0001085146-25-002603 filed by Resurgent 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 47,303 shares
    Change vs previous 13F -1,297 shares

    1.26% of the 13F portfolio, value $2,138,089.

    13F-HR 0001085146-25-001342 filed by Resurgent 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 48,600 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,290,013.

    13F-HR 0001994220-24-000027 filed by Resurgent Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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