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Disclosery

TSA Wealth Managment LLC: IUSB position timeline

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

TSA Wealth Managment LLC held 239,010 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 239,010 shares
    Change vs previous 13F -10,875 shares

    3.12% of the 13F portfolio, value $11,030,312.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 249,885 shares
    Change vs previous 13F +11,104 shares

    3.73% of the 13F portfolio, value $11,542,188.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 238,781 shares
    Change vs previous 13F +22,374 shares

    3.68% of the 13F portfolio, value $11,112,868.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 216,407 shares
    Change vs previous 13F -12,258 shares

    3.44% of the 13F portfolio, value $10,108,371.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 228,665 shares
    Change vs previous 13F -6,230 shares

    3.86% of the 13F portfolio, value $10,571,183.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 234,895 shares
    Change vs previous 13F -30,976 shares

    4.3% of the 13F portfolio, value $10,823,962.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 265,871 shares
    Change vs previous 13F -1,933 shares

    4.89% of the 13F portfolio, value $12,017,369.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 267,804 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $12,618,924.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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