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1900 WEALTH MANAGEMENT LLC: IBDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on IBDS, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 14,522 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,522 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $351,719.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH MANAGEMENT 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 14,522 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $352,010.

    13F-HR 0001791996-26-000004 filed by 1900 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 ended2025-12-31
    13F 14,522 shares
    Change vs previous 13F -7,417 shares

    0.02% of the 13F portfolio, value $352,591.

    13F-HR 0001791996-26-000001 filed by 1900 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 ended2025-09-30
    13F 21,939 shares
    Change vs previous 13F +236 shares

    0.04% of the 13F portfolio, value $533,991.

    13F-HR 0001791996-25-000007 filed by 1900 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 ended2025-06-30
    13F 21,703 shares
    Change vs previous 13F +237 shares

    0.04% of the 13F portfolio, value $526,722.

    13F-HR 0001791996-25-000006 filed by 1900 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 ended2025-03-31
    13F 21,466 shares
    Change vs previous 13F +156 shares

    0.04% of the 13F portfolio, value $519,054.

    13F-HR 0001791996-25-000005 filed by 1900 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 ended2024-12-31
    13F 21,310 shares
    Change vs previous 13F +312 shares

    0.04% of the 13F portfolio, value $510,578.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 20,998 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $511,719.

    13F-HR/A 0001791996-24-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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