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Disclosery

ATWOOD & PALMER INC: IBTK position timeline

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

ATWOOD & PALMER INC held 124,185 IBTK 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 124,185 shares
    Change vs previous 13F +36,775 shares

    0.12% of the 13F portfolio, value $2,358,275.

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

  2. period ended2026-06-30
    13F 87,410 shares
    Change vs previous 13F -2,885 shares

    0.09% of the 13F portfolio, value $1,707,994.

    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 90,295 shares
    Change vs previous 13F -700 shares

    0.1% of the 13F portfolio, value $1,780,620.

    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 90,995 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,805,798.

    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 90,995 shares
    Change vs previous 13F -8,115 shares

    0.11% of the 13F portfolio, value $1,808,528.

    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 99,110 shares
    Change vs previous 13F -1,029,781 shares

    0.12% of the 13F portfolio, value $1,966,345.

    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 1,128,891 shares
    Change vs previous 13F +49,918 shares

    1.54% of the 13F portfolio, value $22,193,989.

    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 1,078,973 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $20,708,616.

    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).