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AmeriServ Wealth Advisors: IGSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AmeriServ Wealth Advisors on IGSB, newest first. How the timeline and the estimate are built.

AmeriServ Wealth Advisors held 60,999 IGSB 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 60,999 shares
    Change vs previous 13F -33,403 shares

    2.13% of the 13F portfolio, value $3,196,956.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 94,402 shares
    Change vs previous 13F -9,482 shares

    3.17% of the 13F portfolio, value $4,961,768.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 103,884 shares
    Change vs previous 13F -41,260 shares

    3.19% of the 13F portfolio, value $5,493,385.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 145,144 shares
    Change vs previous 13F -23,347 shares

    3.89% of the 13F portfolio, value $7,696,985.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 168,491 shares
    Change vs previous 13F +79,265 shares

    4.39% of the 13F portfolio, value $8,889,584.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 89,226 shares
    Change vs previous 13F -1,334 shares

    2.7% of the 13F portfolio, value $4,672,765.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 90,560 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $4,681,951.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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