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Conrad Siegel Investment Advisors, Inc.: IBDU position timeline

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

Conrad Siegel Investment Advisors, Inc. held 49,610 IBDU 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 49,610 shares
    Change vs previous 13F +2,029 shares

    0.18% of the 13F portfolio, value $1,125,659.

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

  2. period ended2026-06-30
    13F 47,581 shares
    Change vs previous 13F +795 shares

    0.18% of the 13F portfolio, value $1,101,969.

    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 46,786 shares
    Change vs previous 13F +21,507 shares

    0.2% of the 13F portfolio, value $1,088,241.

    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 25,279 shares
    Change vs previous 13F +15,037 shares

    0.11% of the 13F portfolio, value $591,666.

    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 10,242 shares
    Change vs previous 13F +95 shares

    0.05% of the 13F portfolio, value $240,371.

    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 10,147 shares
    Change vs previous 13F +91 shares

    0.05% of the 13F portfolio, value $236,726.

    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 10,056 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $232,603.

    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).