STOCK TITAN

Fourthstone group holds 6.02% of Investar (ISTR) via 827,389 shares

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Fourthstone group reports passive 13G/A stake in Investar Holding Corp. Fourthstone LLC and related entities report beneficial ownership of 827,389 shares of Common Stock, representing 6.02% of the class based on 13,750,025 shares outstanding as of March 12, 2026. The filing lists additional Fourthstone-related holdings across affiliated vehicles (examples include 647,255 and 180,134 shares). The Reporting Persons state the shares were acquired in the ordinary course of business and not to influence control of the issuer.

Positive

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Negative

  • None.

Insights

Passive 13G/A discloses a meaningful 6.02% stake in Investar as of March 12, 2026.

The filing shows Fourthstone LLC directly holds 827,389 shares and related entities hold additional positions (e.g., 647,255, 180,134). The reported 13,750,025 share base is the issuer figure used to compute percentages.

Because the filing is a Schedule 13G/A, the group characterizes the position as passive; cash‑flow treatment and any future disposition plans are not disclosed in the excerpt.

Schedule 13G/A format and certifications indicate passive investment status.

The Reporting Persons certify the securities "were not acquired and are not held for the purpose of or with the effect of changing or influencing the control" of the issuer. The filing lists shared voting and dispositive power figures for each entity for transparency under Section 13.

Investors and counterparties should note percentages are computed using the issuer's Form 10‑K share count dated March 12, 2026; subsequent filings could change reported percentages.

Fourthstone direct holdings 827,389 shares Directly held by Fourthstone LLC
Percent of class 6.02% Based on 13,750,025 shares outstanding as of March 12, 2026
Shares outstanding used 13,750,025 shares Outstanding share count referenced from issuer Form 10‑K
Fourthstone Master Opportunity Fund Ltd 647,255 shares Affiliated holding shown on cover page
Fourthstone GP LLC 180,134 shares Affiliated holding shown on cover page
Fourthstone QP Opportunity Fund 178,482 shares Affiliated holding shown on cover page
Fourthstone Small‑Cap Financials Fund 1,652 shares Affiliated holding shown on cover page
beneficially owned regulatory
"Amount beneficially owned: Fourthstone LLC acquired the Issuer's shares in the ordinary course"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power regulatory
"Shared Dispositive Power 827,389.00"
Schedule 13G/A regulatory
"This is being filed by Fourthstone LLC... (Schedule 13G/A amendment)"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
percent of class financial
"The percentages reported in Row 11 ... are based on 13,750,025 shares of Common Stock outstanding"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Fourthstone report in Investar (ISTR)?

The filing reports Fourthstone LLC beneficially owns 827,389 shares, equal to 6.02% of common stock based on 13,750,025 shares outstanding as of March 12, 2026.

Does the 13G/A state Fourthstone seeks control of Investar (ISTR)?

No. The Reporting Persons certify the shares "were not acquired and are not held for the purpose nor with the effect of influencing the control" of the issuer, indicating a passive investment posture.

What share count does the filing use to compute percentages for ISTR?

Percentages are based on 13,750,025 shares of Common Stock outstanding as of March 12, 2026, per the issuer's Form 10‑K cited in the filing.

Who signed the amendment to the Schedule 13G/A for ISTR?

Signatories include Amy M. Stone (Chief Executive Officer) and L. Phillip Stone, IV (Managing Member of Fourthstone GP LLC and principal owner of Fourthstone LLC), with dates shown as May 15, 2026.





46134L105

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G



Fourthstone LLC
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:05/15/2026
Fourthstone Master Opportunity Fund Ltd
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:05/15/2026
Fourthstone GP LLC
Signature:L. Phillip Stone, IV
Name/Title:Managing Member of Fourthstone GP LLC
Date:05/15/2026
Fourthstone QP Opportunity Fund LP
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:05/15/2026
Fourthstone Small-Cap Financials Fund LP
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:05/15/2026
L. Phillip Stone, IV
Signature:L. Phillip Stone, IV
Name/Title:Self, Principal owner of Fourthstone LLC
Date:05/15/2026