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Disclosery

Austin Private Wealth, LLC: IBTG position timeline

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

Austin Private Wealth, LLC held 62,239 IBTG 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 62,239 shares
    Change vs previous 13F +240 shares

    0.11% of the 13F portfolio, value $1,423,710.

    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 61,999 shares
    Change vs previous 13F -3,508 shares

    0.11% of the 13F portfolio, value $1,422,882.

    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 65,507 shares
    Change vs previous 13F +7,791 shares

    0.12% of the 13F portfolio, value $1,502,082.

    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 57,716 shares
    Change vs previous 13F +640 shares

    0.12% of the 13F portfolio, value $1,323,999.

    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 57,076 shares
    Change vs previous 13F +504 shares

    0.12% of the 13F portfolio, value $1,301,903.

    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 56,572 shares
    Change vs previous 13F +1,854 shares

    0.13% of the 13F portfolio, value $1,304,835.

    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 54,718 shares
    Change vs previous 13F +16,827 shares

    0.13% of the 13F portfolio, value $1,239,625.

    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 37,891 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $856,716.

    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).