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Disclosery

Austin Private Wealth, LLC: IBHF position timeline

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

Austin Private Wealth, LLC held 21,911 IBHF 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 21,911 shares
    Change vs previous 13F +2,032 shares

    0.04% of the 13F portfolio, value $505,696.

    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 19,879 shares
    Change vs previous 13F -500 shares

    0.04% of the 13F portfolio, value $464,967.

    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 20,379 shares
    Change vs previous 13F +3,899 shares

    0.04% of the 13F portfolio, value $473,394.

    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 16,480 shares
    Change vs previous 13F -1,450 shares

    0.03% of the 13F portfolio, value $382,675.

    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 17,930 shares
    Change vs previous 13F +998 shares

    0.04% of the 13F portfolio, value $415,080.

    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 16,932 shares
    Change vs previous 13F +1,058 shares

    0.04% of the 13F portfolio, value $396,375.

    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 15,874 shares
    Change vs previous 13F +3,224 shares

    0.04% of the 13F portfolio, value $363,666.

    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 12,650 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $289,053.

    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).