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Bradley & Co. Private Wealth Management, LLC: IBII 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 IBII, newest first. How the timeline and the estimate are built.

Bradley & Co. Private Wealth Management, LLC held 25,207 IBII 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 25,207 shares
    Change vs previous 13F +312 shares

    0.31% of the 13F portfolio, value $655,361.

    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 24,895 shares
    Change vs previous 13F +3,634 shares

    0.34% of the 13F portfolio, value $645,090.

    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 21,261 shares
    Change vs previous 13F +7,648 shares

    0.29% of the 13F portfolio, value $546,939.

    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 13,613 shares
    Change vs previous 13F +10,638 shares

    0.2% of the 13F portfolio, value $358,128.

    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).

  5. period ended2025-06-30
    13F 2,975 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $77,618.

    13F-HR 0001861678-25-000005 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).

  6. period ended2025-03-31
    13F 2,975 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $77,533.

    13F-HR 0001861678-25-000002 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).

  7. period ended2024-12-31
    13F 2,975 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $73,869.

    13F-HR 0001861678-25-000001 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).