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COLDSTREAM CAPITAL MANAGEMENT INC: IBMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLDSTREAM CAPITAL MANAGEMENT INC on IBMR, newest first. How the timeline and the estimate are built.

COLDSTREAM CAPITAL MANAGEMENT INC held 135,517 IBMR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,517 shares
    Change vs previous 13F +1,206 shares

    0.04% of the 13F portfolio, value $3,440,777.

    13F-HR 0001082339-26-000007 filed by COLDSTREAM CAPITAL MANAGEMENT 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 134,311 shares
    Change vs previous 13F +7,785 shares

    0.04% of the 13F portfolio, value $3,404,784.

    13F-HR 0001082339-26-000005 filed by COLDSTREAM CAPITAL MANAGEMENT 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 126,526 shares
    Change vs previous 13F +14,718 shares

    0.04% of the 13F portfolio, value $3,217,557.

    13F-HR 0001082339-26-000002 filed by COLDSTREAM CAPITAL MANAGEMENT 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 111,808 shares
    Change vs previous 13F +12,026 shares

    0.04% of the 13F portfolio, value $2,854,459.

    13F-HR 0001082339-25-000008 filed by COLDSTREAM CAPITAL MANAGEMENT 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 99,782 shares
    Change vs previous 13F +1,226 shares

    0.04% of the 13F portfolio, value $2,517,500.

    13F-HR 0001082339-25-000006 filed by COLDSTREAM CAPITAL MANAGEMENT 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 98,556 shares
    Change vs previous 13F +10,814 shares

    0.05% of the 13F portfolio, value $2,467,843.

    13F-HR 0001082339-25-000002 filed by COLDSTREAM CAPITAL MANAGEMENT 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 87,742 shares
    Change vs previous 13F +56,684 shares

    0.05% of the 13F portfolio, value $2,191,796.

    13F-HR 0001082339-25-000001 filed by COLDSTREAM CAPITAL MANAGEMENT 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/A 31,058 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $791,669.

    13F-HR/A 0001082339-24-000009 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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