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Disclosery

Activest Wealth Management: IBB position timeline

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

Activest Wealth Management held 708 IBB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 708 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $134,611.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 708 shares
    Change vs previous 13F +234 shares

    0.02% of the 13F portfolio, value $119,546.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 474 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $80,036.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 474 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $68,465.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 477 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $60,345.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 477 shares
    Change vs previous 13F -140 shares

    0.02% of the 13F portfolio, value $61,008.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 617 shares
    Change vs previous 13F -235 shares

    0.02% of the 13F portfolio, value $81,574.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 852 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $124,051.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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