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Disclosery

4J Wealth Management LLC: IBDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4J Wealth Management LLC on IBDU, newest first. How the timeline and the estimate are built.

4J Wealth Management LLC held 126,059 IBDU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,059 shares
    Change vs previous 13F +7,063 shares

    1.43% of the 13F portfolio, value $2,919,537.

    13F-HR 0001754960-26-000594 filed by 4J 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 118,996 shares
    Change vs previous 13F +26,396 shares

    1.57% of the 13F portfolio, value $2,767,837.

    13F-HR 0001754960-26-000353 filed by 4J 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 92,600 shares
    Change vs previous 13F +78,395 shares

    1.24% of the 13F portfolio, value $2,167,303.

    13F-HR 0001754960-26-000067 filed by 4J 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 14,205 shares
    Change vs previous 13F -804 shares

    0.2% of the 13F portfolio, value $333,391.

    13F-HR 0001754960-25-000703 filed by 4J 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 15,009 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $350,160.

    13F-HR 0001754960-25-000523 filed by 4J 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 15,009 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $347,158.

    13F-HR 0001754960-25-000260 filed by 4J 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 15,009 shares
    Change vs previous 13F +470 shares

    0.28% of the 13F portfolio, value $342,205.

    13F-HR 0001754960-25-000062 filed by 4J 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 14,539 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $341,812.

    13F-HR 0001754960-24-000541 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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