1 NORTH WEALTH SERVICES LLC

Position in ISTR — Investar Holding Corp

CIK 1641761 ANNAPOLIS, MD

Position in ISTR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,745

+$337 QoQ

Shares Held

125

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#108

of 121 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

1 NORTH WEALTH SERVICES LLC holds $218,367 across 4 Banks - Regional names. ISTR ranks #3 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	3,546	$199,888
2	TFC	Truist Financial Corp	276	$13,750
3	ISTR	Investar Holding Corp This page	125	$3,745
4	PNC	Pnc Financial Services Group, Inc.	4	$984

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,745	125	0.0%	Shares	Sole	2026-08-03
2026-03-31	$3,408	125	0.0%	Shares	Sole	2026-05-04
2025-12-31	$3,340	125	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,901	125	0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,415	125	0.0%	Shares	Sole	2025-07-23
2025-03-31	$2,201	125	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.