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Richard W. Paul & Associates, LLC: IUSB position timeline

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

Richard W. Paul & Associates, LLC held 91,544 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,544 shares
    Change vs previous 13F +1,969 shares

    1.29% of the 13F portfolio, value $4,224,748.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 89,575 shares
    Change vs previous 13F +8,989 shares

    1.39% of the 13F portfolio, value $4,137,453.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 80,586 shares
    Change vs previous 13F +8,061 shares

    1.25% of the 13F portfolio, value $3,750,451.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 72,525 shares
    Change vs previous 13F +348 shares

    1.16% of the 13F portfolio, value $3,387,639.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 72,177 shares
    Change vs previous 13F -933 shares

    1.21% of the 13F portfolio, value $3,336,758.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 73,110 shares
    Change vs previous 13F +4,278 shares

    1.32% of the 13F portfolio, value $3,368,902.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 68,832 shares
    Change vs previous 13F +1,166 shares

    1.13% of the 13F portfolio, value $3,111,186.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, 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 67,666 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $3,188,417.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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