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Disclosery

ATWOOD & PALMER INC: IBTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATWOOD & PALMER INC on IBTI, newest first. How the timeline and the estimate are built.

ATWOOD & PALMER INC held 880,996 IBTI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 880,996 shares
    Change vs previous 13F -78,383 shares

    0.99% of the 13F portfolio, value $19,302,629.

    13F-HR 0001044929-26-000006 filed by ATWOOD & PALMER INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 959,379 shares
    Change vs previous 13F +15,969 shares

    1.13% of the 13F portfolio, value $21,240,651.

    13F-HR 0001044929-26-000004 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 943,410 shares
    Change vs previous 13F +19,318 shares

    1.19% of the 13F portfolio, value $21,022,011.

    13F-HR 0001044929-26-000003 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 924,092 shares
    Change vs previous 13F +20,801 shares

    1.17% of the 13F portfolio, value $20,667,319.

    13F-HR 0001044929-26-000002 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 903,291 shares
    Change vs previous 13F -4,264 shares

    1.19% of the 13F portfolio, value $20,220,171.

    13F-HR 0001044929-25-000008 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 907,555 shares
    Change vs previous 13F -226,268 shares

    1.27% of the 13F portfolio, value $20,292,932.

    13F-HR 0001044929-25-000006 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,133,823 shares
    Change vs previous 13F +50,013 shares

    1.75% of the 13F portfolio, value $25,227,567.

    13F-HR 0001044929-25-000005 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,083,810 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $23,739,347.

    13F-HR 0001044929-25-000002 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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