Skip to content

Austin Private Wealth, LLC: IBDU position timeline

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

Austin Private Wealth, LLC held 23,762 IBDU 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 23,762 shares
    Change vs previous 13F -987 shares

    0.04% of the 13F portfolio, value $556,143.

    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 24,749 shares
    Change vs previous 13F -3,491 shares

    0.04% of the 13F portfolio, value $580,854.

    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 28,240 shares
    Change vs previous 13F -626 shares

    0.05% of the 13F portfolio, value $658,832.

    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 28,866 shares
    Change vs previous 13F +15,547 shares

    0.06% of the 13F portfolio, value $667,667.

    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 13,319 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $303,676.

    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).