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Conrad Siegel Investment Advisors, Inc.: IBTJ position timeline

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

Conrad Siegel Investment Advisors, Inc. held 12,395 IBTJ 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 12,395 shares
    Change vs previous 13F +121 shares

    0.04% of the 13F portfolio, value $263,090.

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

  2. period ended2026-06-30
    13F 12,274 shares
    Change vs previous 13F +316 shares

    0.04% of the 13F portfolio, value $265,727.

    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 11,958 shares
    Change vs previous 13F +204 shares

    0.05% of the 13F portfolio, value $261,193.

    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 11,754 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $257,940.

    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).