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Conrad Siegel Investment Advisors, Inc.: IBDS position timeline

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

Conrad Siegel Investment Advisors, Inc. held 70,103 IBDS 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 70,103 shares
    Change vs previous 13F +1,584 shares

    0.27% of the 13F portfolio, value $1,690,878.

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

  2. period ended2026-06-30
    13F 68,519 shares
    Change vs previous 13F +574 shares

    0.27% of the 13F portfolio, value $1,659,539.

    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 67,945 shares
    Change vs previous 13F +20,835 shares

    0.3% of the 13F portfolio, value $1,646,998.

    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 47,110 shares
    Change vs previous 13F +16,929 shares

    0.22% of the 13F portfolio, value $1,143,841.

    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 30,181 shares
    Change vs previous 13F +303 shares

    0.15% of the 13F portfolio, value $734,596.

    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 29,878 shares
    Change vs previous 13F -27,637 shares

    0.16% of the 13F portfolio, value $725,134.

    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 57,515 shares
    Change vs previous 13F +4,793 shares

    0.36% of the 13F portfolio, value $1,390,713.

    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 52,722 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,263,229.

    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).