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Buffington Mohr McNeal: IBDW position timeline

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

Buffington Mohr McNeal held 673,998 IBDW 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 673,998 shares
    Change vs previous 13F +12,230 shares

    2.76% of the 13F portfolio, value $13,985,466.

    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 661,768 shares
    Change vs previous 13F +19,245 shares

    2.23% of the 13F portfolio, value $13,466,983.

    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 642,523 shares
    Change vs previous 13F +24,837 shares

    2.24% of the 13F portfolio, value $13,634,345.

    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 617,686 shares
    Change vs previous 13F +12,065 shares

    2.2% of the 13F portfolio, value $12,532,843.

    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 605,621 shares
    Change vs previous 13F +62,103 shares

    2.25% of the 13F portfolio, value $12,409,175.

    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 543,518 shares
    Change vs previous 13F +306,711 shares

    2.27% of the 13F portfolio, value $11,288,878.

    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 236,807 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $4,590,505.

    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).