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White Lighthouse Investment Management Inc.: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White Lighthouse Investment Management Inc. on IUSB, newest first. How the timeline and the estimate are built.

White Lighthouse Investment Management Inc. held 94,329 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 94,329 shares
    Change vs previous 13F +9,228 shares

    0.54% of the 13F portfolio, value $4,353,262.

    13F-HR 0001727593-26-000007 filed by White Lighthouse Investment Management Inc.
    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 85,101 shares
    Change vs previous 13F -238 shares

    0.55% of the 13F portfolio, value $3,930,798.

    13F-HR 0001727593-26-000006 filed by White Lighthouse Investment Management Inc.
    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 85,339 shares
    Change vs previous 13F +1,413 shares

    0.55% of the 13F portfolio, value $3,971,663.

    13F-HR 0001727593-26-000005 filed by White Lighthouse Investment Management Inc.
    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 83,926 shares
    Change vs previous 13F -4,070 shares

    0.6% of the 13F portfolio, value $3,920,205.

    13F-HR 0001727593-25-000002 filed by White Lighthouse Investment Management Inc.
    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 87,996 shares
    Change vs previous 13F -1,367 shares

    0.66% of the 13F portfolio, value $4,068,075.

    13F-HR 0001085146-25-004334 filed by White Lighthouse Investment Management Inc.
    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 89,363 shares
    Change vs previous 13F -2,757 shares

    0.74% of the 13F portfolio, value $4,117,827.

    13F-HR 0001085146-25-002958 filed by White Lighthouse Investment Management Inc.
    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 92,120 shares
    Change vs previous 13F +1,599 shares

    0.73% of the 13F portfolio, value $4,163,830.

    13F-HR 0001085146-25-000747 filed by White Lighthouse Investment Management Inc.
    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 90,521 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $4,265,350.

    13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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