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Disclosery

WINTRUST INVESTMENTS LLC: IUSB position timeline

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

WINTRUST INVESTMENTS LLC held 24,467 IUSB shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 24,467 shares
    Change vs previous 13F +2,814 shares

    0.97% of the 13F portfolio, value $1,105,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 21,653 shares
    Change vs previous 13F -185,219 shares

    0.75% of the 13F portfolio, value $1,020,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 206,872 shares
    Change vs previous 13F -6,067 shares

    0.76% of the 13F portfolio, value $9,355,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 212,939 shares
    Change vs previous 13F -16,768 shares

    0.86% of the 13F portfolio, value $9,708,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 229,707 shares
    Change vs previous 13F -10,096 shares

    1.02% of the 13F portfolio, value $10,583,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 239,803 shares
    Change vs previous 13F -21,791 shares

    1.1% of the 13F portfolio, value $10,483,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 261,594 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $11,895,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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