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Bradley & Co. Private Wealth Management, LLC: IBIH position timeline

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

Bradley & Co. Private Wealth Management, LLC held 22,784 IBIH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,784 shares
    Change vs previous 13F +36 shares

    0.29% of the 13F portfolio, value $598,999.

    13F-HR 0001861678-26-000004 filed by Bradley & Co. Private Wealth Management, 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 22,748 shares
    Change vs previous 13F +15,260 shares

    0.31% of the 13F portfolio, value $596,453.

    13F-HR 0001861678-26-000002 filed by Bradley & Co. Private Wealth Management, 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 7,488 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $194,800.

    13F-HR 0001861678-26-000001 filed by Bradley & Co. Private Wealth Management, 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 7,488 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $199,055.

    13F-HR 0001861678-25-000006 filed by Bradley & Co. Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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