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Disclosery

Austin Private Wealth, LLC: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Austin Private Wealth, LLC on IBDT, newest first. How the timeline and the estimate are built.

Austin Private Wealth, LLC held 44,256 IBDT shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 44,256 shares
    Change vs previous 13F +2,083 shares

    0.08% of the 13F portfolio, value $1,126,545.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 42,173 shares
    Change vs previous 13F +1,185 shares

    0.08% of the 13F portfolio, value $1,076,261.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 40,988 shares
    Change vs previous 13F +3,719 shares

    0.08% of the 13F portfolio, value $1,041,922.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 37,269 shares
    Change vs previous 13F +1,333 shares

    0.08% of the 13F portfolio, value $941,409.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 35,936 shares
    Change vs previous 13F +930 shares

    0.08% of the 13F portfolio, value $894,797.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 35,006 shares
    Change vs previous 13F +2,282 shares

    0.09% of the 13F portfolio, value $893,705.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 32,724 shares
    Change vs previous 13F +10,106 shares

    0.09% of the 13F portfolio, value $810,573.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 22,618 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $559,343.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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