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Carl P. Sherr & Co., LLC: IGIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carl P. Sherr & Co., LLC on IGIB, newest first. How the timeline and the estimate are built.

Carl P. Sherr & Co., LLC held 209,596 IGIB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,596 shares
    Change vs previous 13F +8,353 shares

    4.67% of the 13F portfolio, value $11,144,196.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 201,243 shares
    Change vs previous 13F -961 shares

    5.03% of the 13F portfolio, value $10,710,132.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 202,204 shares
    Change vs previous 13F +4,784 shares

    4.87% of the 13F portfolio, value $10,921,047.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 197,420 shares
    Change vs previous 13F +3,757 shares

    5.06% of the 13F portfolio, value $10,678,437.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., 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 193,663 shares
    Change vs previous 13F -5,703 shares

    5.22% of the 13F portfolio, value $10,320,290.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., 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 199,366 shares
    Change vs previous 13F -90,124 shares

    5.73% of the 13F portfolio, value $10,470,691.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., 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 289,490 shares
    Change vs previous 13F -80,521 shares

    7.83% of the 13F portfolio, value $14,911,623.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 370,011 shares
    Change vs previous 13F not available

    10.46% of the 13F portfolio, value $19,877,007.

    13F-HR 0001818535-24-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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