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Disclosery

4Thought Financial Group Inc.: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4Thought Financial Group Inc. on IBDT, newest first. How the timeline and the estimate are built.

4Thought Financial Group Inc. held 215,180 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,180 shares
    Change vs previous 13F +40,832 shares

    2.55% of the 13F portfolio, value $5,433,283.

    13F-HR 0001213900-26-082062 filed by 4Thought Financial Group Inc.
    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 174,348 shares
    Change vs previous 13F +792 shares

    2.18% of the 13F portfolio, value $4,416,224.

    13F-HR 0001213900-26-047485 filed by 4Thought Financial Group Inc.
    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 173,556 shares
    Change vs previous 13F +6,840 shares

    2.19% of the 13F portfolio, value $4,417,866.

    13F-HR 0001213900-26-009186 filed by 4Thought Financial Group Inc.
    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 166,716 shares
    Change vs previous 13F +7,987 shares

    2.15% of the 13F portfolio, value $4,254,602.

    13F-HR 0001213900-25-104890 filed by 4Thought Financial Group Inc.
    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 158,729 shares
    Change vs previous 13F -18,201 shares

    2.14% of the 13F portfolio, value $4,034,898.

    13F-HR 0001213900-25-066335 filed by 4Thought Financial Group Inc.
    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 176,930 shares
    Change vs previous 13F +23,613 shares

    2.76% of the 13F portfolio, value $4,469,260.

    13F-HR 0001213900-25-034707 filed by 4Thought Financial Group Inc.
    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 153,317 shares
    Change vs previous 13F +7,860 shares

    2.37% of the 13F portfolio, value $3,817,592.

    13F-HR 0000950123-25-000749 filed by 4Thought Financial Group Inc.
    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 145,457 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $3,713,507.

    13F-HR 0000950123-24-009895 filed by 4Thought Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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