Skip to content
Disclosery

Shira Ridge Wealth Management: IUSB position timeline

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

Shira Ridge Wealth Management held 15,943 IUSB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,943 shares
    Change vs previous 13F -87,989 shares

    0.24% of the 13F portfolio, value $702,932.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 103,932 shares
    Change vs previous 13F -10,880 shares

    1.67% of the 13F portfolio, value $4,796,462.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 114,812 shares
    Change vs previous 13F +16,574 shares

    2.1% of the 13F portfolio, value $5,303,166.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 98,238 shares
    Change vs previous 13F +12,893 shares

    1.84% of the 13F portfolio, value $4,571,997.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 85,345 shares
    Change vs previous 13F -5,092 shares

    1.69% of the 13F portfolio, value $3,986,465.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 90,437 shares
    Change vs previous 13F -2,625 shares

    1.91% of the 13F portfolio, value $4,180,903.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 93,062 shares
    Change vs previous 13F -4,867 shares

    2.14% of the 13F portfolio, value $4,288,297.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 97,929 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $4,426,391.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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