Skip to content
Disclosery

Spectrum Planning & Advisory Services Inc.: IUSB position timeline

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

Spectrum Planning & Advisory Services Inc. held 31,503 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,503 shares
    Change vs previous 13F -1,686 shares

    0.65% of the 13F portfolio, value $1,453,887.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services 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 33,189 shares
    Change vs previous 13F -1,528 shares

    0.76% of the 13F portfolio, value $1,532,981.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services 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 34,717 shares
    Change vs previous 13F -237 shares

    0.83% of the 13F portfolio, value $1,615,714.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services 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 34,954 shares
    Change vs previous 13F -2,673 shares

    0.92% of the 13F portfolio, value $1,632,702.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services 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 37,627 shares
    Change vs previous 13F -21,568 shares

    1.13% of the 13F portfolio, value $1,739,495.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services 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 59,195 shares
    Change vs previous 13F -95,224 shares

    2.27% of the 13F portfolio, value $2,727,700.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services 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 154,419 shares
    Change vs previous 13F +25,240 shares

    6.06% of the 13F portfolio, value $6,979,738.

    13F-HR 0001951757-25-000096 filed by Spectrum Planning & Advisory Services 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 129,179 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $6,086,915.

    13F-HR 0001951757-24-001186 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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