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Disclosery

4J Wealth Management LLC: IBTH position timeline

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

4J Wealth Management LLC held 42,483 IBTH 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 42,483 shares
    Change vs previous 13F +6,332 shares

    0.47% of the 13F portfolio, value $950,341.

    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 36,151 shares
    Change vs previous 13F -340 shares

    0.46% of the 13F portfolio, value $810,863.

    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 36,491 shares
    Change vs previous 13F -929 shares

    0.47% of the 13F portfolio, value $819,959.

    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 37,420 shares
    Change vs previous 13F -763 shares

    0.5% of the 13F portfolio, value $842,703.

    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 38,183 shares
    Change vs previous 13F -3,974 shares

    0.58% of the 13F portfolio, value $858,738.

    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 42,157 shares
    Change vs previous 13F +66 shares

    0.75% of the 13F portfolio, value $945,155.

    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 42,091 shares
    Change vs previous 13F -5,419 shares

    0.76% of the 13F portfolio, value $934,282.

    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 47,510 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,075,385.

    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).