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Conrad Siegel Investment Advisors, Inc.: IBDR position timeline

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

Conrad Siegel Investment Advisors, Inc. held 72,096 IBDR shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 72,096 shares
    Change vs previous 13F +1,802 shares

    0.28% of the 13F portfolio, value $1,747,595.

    13F-HR 0001214659-26-012705 filed by Conrad Siegel Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 70,294 shares
    Change vs previous 13F +199 shares

    0.28% of the 13F portfolio, value $1,703,218.

    13F-HR 0001214659-26-008654 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 70,095 shares
    Change vs previous 13F +20,842 shares

    0.31% of the 13F portfolio, value $1,699,106.

    13F-HR 0001214659-26-004602 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 49,253 shares
    Change vs previous 13F +10,786 shares

    0.23% of the 13F portfolio, value $1,193,400.

    13F-HR 0001214659-26-000462 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 38,467 shares
    Change vs previous 13F +381 shares

    0.2% of the 13F portfolio, value $934,748.

    13F-HR 0001214659-25-015005 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 38,086 shares
    Change vs previous 13F -20,477 shares

    0.21% of the 13F portfolio, value $923,588.

    13F-HR 0001214659-25-010351 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 58,563 shares
    Change vs previous 13F +1,490 shares

    0.36% of the 13F portfolio, value $1,417,799.

    13F-HR 0001214659-25-005605 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 57,073 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,373,739.

    13F-HR 0001214659-25-000487 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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