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Disclosery

Trivium Point Advisory, LLC: IUSB position timeline

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

Trivium Point Advisory, LLC held 176,585 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,585 shares
    Change vs previous 13F +14,056 shares

    0.74% of the 13F portfolio, value $8,149,398.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 162,529 shares
    Change vs previous 13F -6,891 shares

    1.36% of the 13F portfolio, value $7,507,215.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 169,420 shares
    Change vs previous 13F -3,518 shares

    0.79% of the 13F portfolio, value $7,884,791.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 172,938 shares
    Change vs previous 13F +6,086 shares

    0.82% of the 13F portfolio, value $8,077,949.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, 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 166,852 shares
    Change vs previous 13F -4,635 shares

    0.84% of the 13F portfolio, value $7,713,572.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, 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 171,487 shares
    Change vs previous 13F -2,031 shares

    0.98% of the 13F portfolio, value $7,902,121.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, 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 173,518 shares
    Change vs previous 13F +10,419 shares

    0.99% of the 13F portfolio, value $7,842,994.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, 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 163,099 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $7,427,514.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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