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1858 WEALTH MANAGEMENT, LLC: IBTJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1858 WEALTH MANAGEMENT, LLC on IBTJ, newest first. How the timeline and the estimate are built.

1858 WEALTH MANAGEMENT, LLC held 0 IBTJ shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -133,257 shares

    13F-HR 0001951757-25-000950 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 133,257 shares
    Change vs previous 13F +1,969 shares

    2.46% of the 13F portfolio, value $2,901,005.

    13F-HR 0001951757-25-000415 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 131,288 shares
    Change vs previous 13F +2,392 shares

    2.22% of the 13F portfolio, value $2,799,887.

    13F-HR 0001951757-25-000131 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 128,896 shares
    Change vs previous 13F +1,533 shares

    2.34% of the 13F portfolio, value $2,849,235.

    13F-HR 0001951757-24-001079 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 127,363 shares
    Change vs previous 13F -1,072 shares

    2.26% of the 13F portfolio, value $2,721,747.

    13F-HR 0001951757-24-000525 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 128,435 shares
    Change vs previous 13F 0 shares

    2.65% of the 13F portfolio, value $2,797,314.

    13F-HR 0001951757-24-000265 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 128,435 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $2,797,314.

    13F-HR 0001951757-24-000250 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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