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Disclosery

W ADVISORS, LLC: IUSB position timeline

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

W ADVISORS, LLC held 62,058 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 62,058 shares
    Change vs previous 13F +16,419 shares

    1.3% of the 13F portfolio, value $2,863,977.

    13F-HR 0001172661-26-002980 filed by W ADVISORS, 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 45,639 shares
    Change vs previous 13F +3,573 shares

    1.08% of the 13F portfolio, value $2,108,065.

    13F-HR 0001172661-26-001570 filed by W ADVISORS, 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 42,066 shares
    Change vs previous 13F +1,318 shares

    0.98% of the 13F portfolio, value $1,957,751.

    13F-HR 0001172661-26-000770 filed by W ADVISORS, 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 40,748 shares
    Change vs previous 13F -6,913 shares

    1% of the 13F portfolio, value $1,903,339.

    13F-HR 0001172661-25-004935 filed by W ADVISORS, 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 47,661 shares
    Change vs previous 13F -1,115 shares

    1.26% of the 13F portfolio, value $2,203,368.

    13F-HR 0001172661-25-002933 filed by W ADVISORS, 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 48,776 shares
    Change vs previous 13F +4,004 shares

    1.41% of the 13F portfolio, value $2,247,598.

    13F-HR 0001172661-25-001769 filed by W ADVISORS, 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 44,772 shares
    Change vs previous 13F -8,346 shares

    1.25% of the 13F portfolio, value $2,023,695.

    13F-HR 0001172661-25-000311 filed by W ADVISORS, 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 53,118 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,502,921.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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