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Disclosery

4Thought Financial Group Inc.: IBDW position timeline

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

4Thought Financial Group Inc. held 301,622 IBDW 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 301,622 shares
    Change vs previous 13F +56,938 shares

    2.95% of the 13F portfolio, value $6,285,811.

    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 244,684 shares
    Change vs previous 13F -786 shares

    2.53% of the 13F portfolio, value $5,121,245.

    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 245,470 shares
    Change vs previous 13F +11,514 shares

    2.57% of the 13F portfolio, value $5,191,686.

    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 233,956 shares
    Change vs previous 13F +726 shares

    2.51% of the 13F portfolio, value $4,964,536.

    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 233,230 shares
    Change vs previous 13F -16,785 shares

    2.61% of the 13F portfolio, value $4,907,150.

    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 250,015 shares
    Change vs previous 13F +27,408 shares

    3.21% of the 13F portfolio, value $5,187,819.

    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 222,607 shares
    Change vs previous 13F +5,425 shares

    2.81% of the 13F portfolio, value $4,530,049.

    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 217,182 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $4,608,608.

    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).