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Riverbend Wealth Management, LLC: IUSB position timeline

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

Riverbend Wealth Management, LLC held 7,556 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 7,556 shares
    Change vs previous 13F +1,829 shares

    0.18% of the 13F portfolio, value $348,732.

    13F-HR 0002055570-26-000003 filed by Riverbend Wealth Management, 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 5,727 shares
    Change vs previous 13F +96 shares

    0.16% of the 13F portfolio, value $264,522.

    13F-HR 0002055570-26-000002 filed by Riverbend Wealth Management, 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 5,631 shares
    Change vs previous 13F -726 shares

    0.17% of the 13F portfolio, value $262,069.

    13F-HR 0002055570-26-000001 filed by Riverbend Wealth Management, 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 6,357 shares
    Change vs previous 13F +1,311 shares

    0.21% of the 13F portfolio, value $296,937.

    13F-HR 0002055570-25-000002 filed by Riverbend Wealth Management, 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 5,046 shares
    Change vs previous 13F -427 shares

    0.18% of the 13F portfolio, value $233,293.

    13F-HR 0001085146-25-004236 filed by Riverbend Wealth Management, 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 5,473 shares
    Change vs previous 13F +113 shares

    0.23% of the 13F portfolio, value $252,195.

    13F-HR 0001085146-25-002262 filed by Riverbend Wealth Management, 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 5,360 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $242,343.

    13F-HR 0001085146-25-000896 filed by Riverbend Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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