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Disclosery

Austin Private Wealth, LLC: IBHH position timeline

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

Austin Private Wealth, LLC held 23,045 IBHH 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 23,045 shares
    Change vs previous 13F +60 shares

    0.04% of the 13F portfolio, value $545,597.

    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 22,985 shares
    Change vs previous 13F +6,197 shares

    0.04% of the 13F portfolio, value $548,420.

    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 16,788 shares
    Change vs previous 13F +3,237 shares

    0.03% of the 13F portfolio, value $398,384.

    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 13,551 shares
    Change vs previous 13F -1,744 shares

    0.03% of the 13F portfolio, value $316,553.

    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 15,295 shares
    Change vs previous 13F +930 shares

    0.03% of the 13F portfolio, value $357,426.

    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 14,365 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $341,885.

    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 14,327 shares
    Change vs previous 13F +1,629 shares

    0.04% of the 13F portfolio, value $331,232.

    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 12,698 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $293,070.

    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).