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Disclosery

Bernardo Wealth Planning LLC: IGSB position timeline

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

Bernardo Wealth Planning LLC held 279,481 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,481 shares
    Change vs previous 13F +14,135 shares

    2.5% of the 13F portfolio, value $14,647,589.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 265,346 shares
    Change vs previous 13F +7,612 shares

    2.73% of the 13F portfolio, value $13,946,580.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 257,734 shares
    Change vs previous 13F +8,977 shares

    2.6% of the 13F portfolio, value $13,628,976.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 248,757 shares
    Change vs previous 13F +20,662 shares

    2.59% of the 13F portfolio, value $13,191,570.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 228,095 shares
    Change vs previous 13F +4,700 shares

    2.61% of the 13F portfolio, value $12,034,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 223,395 shares
    Change vs previous 13F +4,772 shares

    2.8% of the 13F portfolio, value $11,699,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 218,623 shares
    Change vs previous 13F +40,333 shares

    2.7% of the 13F portfolio, value $11,267,843.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 178,290 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $9,316,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).