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Disclosery

THEORY FINANCIAL LLC: IUSB position timeline

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

THEORY FINANCIAL LLC held 159,643 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,643 shares
    Change vs previous 13F +70,350 shares

    2.32% of the 13F portfolio, value $7,367,546.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 89,293 shares
    Change vs previous 13F +4,636 shares

    1.45% of the 13F portfolio, value $4,124,447.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 84,657 shares
    Change vs previous 13F +8,250 shares

    1.33% of the 13F portfolio, value $3,956,035.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 76,407 shares
    Change vs previous 13F -21,776 shares

    1.27% of the 13F portfolio, value $3,596,485.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 98,183 shares
    Change vs previous 13F -17,998 shares

    1.71% of the 13F portfolio, value $4,515,452.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 116,181 shares
    Change vs previous 13F +95 shares

    2.26% of the 13F portfolio, value $5,353,620.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 116,086 shares
    Change vs previous 13F -26,082 shares

    2.19% of the 13F portfolio, value $5,247,087.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 142,168 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $6,518,403.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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