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Savvy Advisors, Inc.: IUSB position timeline

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

Savvy Advisors, Inc. held 3,842,612 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,842,612 shares
    Change vs previous 13F +499,298 shares

    3.79% of the 13F portfolio, value $177,336,529.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 3,343,314 shares
    Change vs previous 13F +503,619 shares

    4.14% of the 13F portfolio, value $154,427,672.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 2,839,695 shares
    Change vs previous 13F +1,065,133 shares

    4.27% of the 13F portfolio, value $132,159,422.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 1,774,562 shares
    Change vs previous 13F +644,791 shares

    3.81% of the 13F portfolio, value $82,889,808.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 1,129,771 shares
    Change vs previous 13F +192,240 shares

    3.48% of the 13F portfolio, value $52,229,320.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 937,531 shares
    Change vs previous 13F +297,383 shares

    4.34% of the 13F portfolio, value $43,201,407.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 640,148 shares
    Change vs previous 13F +169,004 shares

    3.48% of the 13F portfolio, value $28,934,703.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 471,144 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $22,200,290.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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