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Citadel Investment Advisory, Inc.: IPMLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Citadel Investment Advisory, Inc. on IPMLF, newest first. How the timeline and the estimate are built.

Citadel Investment Advisory, Inc. held 1,732,813 IPMLF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,732,813 shares
    Change vs previous 13F -1,500 shares

    3.45% of the 13F portfolio, value $7,590,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment Advisory, Inc.
    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 1,734,313 shares
    Change vs previous 13F -14,027 shares

    4.6% of the 13F portfolio, value $9,643,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment Advisory, Inc.
    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 1,748,340 shares
    Change vs previous 13F 0 shares

    5.52% of the 13F portfolio, value $12,766,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment Advisory, Inc.
    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 1,748,340 shares
    Change vs previous 13F -21,097 shares

    3.38% of the 13F portfolio, value $7,378,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment Advisory, Inc.
    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 1,769,437 shares
    Change vs previous 13F -82,016 shares

    3.03% of the 13F portfolio, value $6,264,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment Advisory, Inc.
    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 1,851,453 shares
    Change vs previous 13F +87,891 shares

    1.76% of the 13F portfolio, value $3,592,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment Advisory, Inc.
    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 1,763,562 shares
    Change vs previous 13F +992 shares

    1.14% of the 13F portfolio, value $2,205,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment Advisory, Inc.
    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 1,762,570 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,979,000.

    13F-HR 0001811907-24-000004 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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