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Transamerica Financial Advisors, LLC: IUSB position timeline

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

Transamerica Financial Advisors, LLC held 77,338 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,338 shares
    Change vs previous 13F +34,441 shares

    0.3% of the 13F portfolio, value $3,569,188.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial 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 42,897 shares
    Change vs previous 13F +10,180 shares

    0.17% of the 13F portfolio, value $1,981,436.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial 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 32,717 shares
    Change vs previous 13F +14,277 shares

    0.13% of the 13F portfolio, value $1,522,650.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial 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 18,440 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $861,295.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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