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Disclosery

Advance Capital Management, Inc.: IBDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advance Capital Management, Inc. on IBDV, newest first. How the timeline and the estimate are built.

Advance Capital Management, Inc. held 18,103 IBDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,103 shares
    Change vs previous 13F +165 shares

    0.01% of the 13F portfolio, value $394,649.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, 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 17,938 shares
    Change vs previous 13F +107 shares

    0.01% of the 13F portfolio, value $392,665.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, 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 17,831 shares
    Change vs previous 13F +4,684 shares

    0.02% of the 13F portfolio, value $393,535.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, 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 13,147 shares
    Change vs previous 13F +111 shares

    0.01% of the 13F portfolio, value $291,200.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, 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 13,036 shares
    Change vs previous 13F +2,414 shares

    0.01% of the 13F portfolio, value $286,530.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, 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 10,622 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $230,713.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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