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Disclosery

Royal Fund Management, LLC: IUSB position timeline

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

Royal Fund Management, LLC held 166,737 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,737 shares
    Change vs previous 13F +7,568 shares

    0.64% of the 13F portfolio, value $7,694,951.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 159,169 shares
    Change vs previous 13F -2,959 shares

    0.7% of the 13F portfolio, value $7,351,794.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 162,128 shares
    Change vs previous 13F +105,546 shares

    0.69% of the 13F portfolio, value $7,546,382.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 56,582 shares
    Change vs previous 13F -91,714 shares

    0.32% of the 13F portfolio, value $2,642,866.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 148,296 shares
    Change vs previous 13F +4,655 shares

    0.73% of the 13F portfolio, value $6,856,095.

    13F-HR 0001172661-25-003168 filed by Royal Fund 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 143,641 shares
    Change vs previous 13F +5,168 shares

    0.79% of the 13F portfolio, value $6,629,713.

    13F-HR 0001172661-25-001875 filed by Royal Fund 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 138,473 shares
    Change vs previous 13F +6,803 shares

    0.68% of the 13F portfolio, value $6,268,815.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 131,670 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,213,986.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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