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Disclosery

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

Bradley & Co. Private Wealth Management, LLC held 25,526 IBIK 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 25,526 shares
    Change vs previous 13F +3,490 shares

    0.31% of the 13F portfolio, value $660,880.

    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 22,036 shares
    Change vs previous 13F +3,645 shares

    0.3% of the 13F portfolio, value $567,427.

    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 18,391 shares
    Change vs previous 13F +7,713 shares

    0.25% of the 13F portfolio, value $471,545.

    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 10,678 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $279,817.

    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).