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Conrad Siegel Investment Advisors, Inc.: IBDW position timeline

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

Conrad Siegel Investment Advisors, Inc. held 33,298 IBDW 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 33,298 shares
    Change vs previous 13F +2,215 shares

    0.11% of the 13F portfolio, value $667,955.

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

  2. period ended2026-06-30
    13F 31,083 shares
    Change vs previous 13F +375 shares

    0.11% of the 13F portfolio, value $647,760.

    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 30,708 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $642,709.

    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).