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Buffington Mohr McNeal: IBDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Buffington Mohr McNeal on IBDV, newest first. How the timeline and the estimate are built.

Buffington Mohr McNeal held 634,284 IBDV shares at 2025-03-31 per its 13F-HR filed 2025-04-28.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 634,284 shares
    Change vs previous 13F +9,100 shares

    2.72% of the 13F portfolio, value $13,776,644.

    13F-HR 0001317829-25-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 625,184 shares
    Change vs previous 13F +17,577 shares

    2.21% of the 13F portfolio, value $13,353,927.

    13F-HR 0001317829-25-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 607,607 shares
    Change vs previous 13F +14,142 shares

    2.22% of the 13F portfolio, value $13,470,655.

    13F-HR 0001317829-24-000007 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 593,465 shares
    Change vs previous 13F +6,256 shares

    2.21% of the 13F portfolio, value $12,617,065.

    13F-HR 0001317829-24-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 587,209 shares
    Change vs previous 13F +60,049 shares

    2.27% of the 13F portfolio, value $12,566,265.

    13F-HR 0001317829-24-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 527,160 shares
    Change vs previous 13F +292,698 shares

    2.29% of the 13F portfolio, value $11,407,746.

    13F-HR 0001317829-24-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 234,462 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,778,336.

    13F-HR 0001317829-23-000004 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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