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Disclosery

Austin Private Wealth, LLC: IBTJ position timeline

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

Austin Private Wealth, LLC held 20,526 IBTJ 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 20,526 shares
    Change vs previous 13F -867 shares

    0.03% of the 13F portfolio, value $450,442.

    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 21,393 shares
    Change vs previous 13F -2,622 shares

    0.04% of the 13F portfolio, value $469,688.

    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 24,015 shares
    Change vs previous 13F -618 shares

    0.04% of the 13F portfolio, value $526,408.

    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 24,633 shares
    Change vs previous 13F +11,768 shares

    0.05% of the 13F portfolio, value $536,257.

    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 12,865 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $274,363.

    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).