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Disclosery

ATWOOD & PALMER INC: IBTJ position timeline

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

ATWOOD & PALMER INC held 913,459 IBTJ 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 913,459 shares
    Change vs previous 13F -45,268 shares

    1% of the 13F portfolio, value $19,388,177.

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

  2. period ended2026-06-30
    13F 958,727 shares
    Change vs previous 13F +13,753 shares

    1.11% of the 13F portfolio, value $20,756,432.

    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 944,974 shares
    Change vs previous 13F +17,579 shares

    1.16% of the 13F portfolio, value $20,641,072.

    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 927,395 shares
    Change vs previous 13F +22,524 shares

    1.16% of the 13F portfolio, value $20,351,692.

    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 904,871 shares
    Change vs previous 13F +1,631 shares

    1.17% of the 13F portfolio, value $19,866,436.

    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 903,240 shares
    Change vs previous 13F -235,239 shares

    1.24% of the 13F portfolio, value $19,799,017.

    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 1,138,479 shares
    Change vs previous 13F +48,927 shares

    1.72% of the 13F portfolio, value $24,784,689.

    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 1,089,552 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $23,236,108.

    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).