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Disclosery

Austin Private Wealth, LLC: IBTI position timeline

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

Austin Private Wealth, LLC held 35,008 IBTI 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 35,008 shares
    Change vs previous 13F +147 shares

    0.06% of the 13F portfolio, value $782,945.

    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 34,861 shares
    Change vs previous 13F -5,645 shares

    0.06% of the 13F portfolio, value $780,354.

    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 40,506 shares
    Change vs previous 13F +4,539 shares

    0.07% of the 13F portfolio, value $905,716.

    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 35,967 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $800,257.

    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 35,958 shares
    Change vs previous 13F +1,135 shares

    0.07% of the 13F portfolio, value $787,607.

    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 34,823 shares
    Change vs previous 13F -2,033 shares

    0.08% of the 13F portfolio, value $783,710.

    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 36,856 shares
    Change vs previous 13F +11,184 shares

    0.09% of the 13F portfolio, value $804,583.

    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 25,672 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $559,265.

    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).