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Disclosery

Vested Financial Planning, LLC: IUSB position timeline

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

Vested Financial Planning, LLC held 34,155 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,155 shares
    Change vs previous 13F +1,002 shares

    1.06% of the 13F portfolio, value $1,576,265.

    13F-HR 0002044679-26-000003 filed by Vested Financial Planning, 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 33,153 shares
    Change vs previous 13F +5,632 shares

    1.17% of the 13F portfolio, value $1,531,348.

    13F-HR 0002044679-26-000002 filed by Vested Financial Planning, 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 27,521 shares
    Change vs previous 13F +8,185 shares

    0.99% of the 13F portfolio, value $1,280,839.

    13F-HR 0002044679-26-000001 filed by Vested Financial Planning, 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 19,336 shares
    Change vs previous 13F +2,058 shares

    0.73% of the 13F portfolio, value $903,196.

    13F-HR 0002044679-25-000002 filed by Vested Financial Planning, 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 17,278 shares
    Change vs previous 13F -973 shares

    0.71% of the 13F portfolio, value $798,773.

    13F-HR 0001085146-25-004016 filed by Vested Financial Planning, 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 18,251 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $841,017.

    13F-HR 0001085146-25-002456 filed by Vested Financial Planning, 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 18,251 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $824,956.

    13F-HR 0001085146-25-000585 filed by Vested Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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