Retirement Wealth Solutions LLC: IUSB position timeline

Retirement Wealth Solutions LLC held 122,211 IUSB shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 122,211 shares

   Change vs previous 13F +23,263 shares

   2.85% of the 13F portfolio, value $5,388,300.

   13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
   Accepted 2026-10-07 17:06:07 UTC, ingested 2026-10-07 17:07:30 UTC

2. period ended2026-06-30

   13F 98,948 shares

   Change vs previous 13F +30,481 shares

   2.52% of the 13F portfolio, value $4,566,443.

   13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 68,467 shares

   Change vs previous 13F +7,239 shares

   1.99% of the 13F portfolio, value $3,162,478.

   13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 61,228 shares

   Change vs previous 13F -4,034 shares

   1.8% of the 13F portfolio, value $2,849,556.

   13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 65,262 shares

   Change vs previous 13F -7,913 shares

   2% of the 13F portfolio, value $3,048,380.

   13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 73,175 shares

   Change vs previous 13F +4,868 shares

   2.47% of the 13F portfolio, value $3,382,889.

   13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 68,307 shares

   Change vs previous 13F +9,887 shares

   2.54% of the 13F portfolio, value $3,147,591.

   13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 58,420 shares

   Change vs previous 13F not available

   2.21% of the 13F portfolio, value $2,615,463.

   13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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