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Disclosery

Costello Asset Management, INC: IBTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on IBTH, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 3,979 IBTH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,979 shares
    Change vs previous 13F +37 shares

    0.03% of the 13F portfolio, value $89,004.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,942 shares
    Change vs previous 13F -775 shares

    0.03% of the 13F portfolio, value $88,411.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,717 shares
    Change vs previous 13F +59 shares

    0.04% of the 13F portfolio, value $106,001.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,658 shares
    Change vs previous 13F -4,894 shares

    0.04% of the 13F portfolio, value $104,887.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,552 shares
    Change vs previous 13F -4,060 shares

    0.08% of the 13F portfolio, value $214,816.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,612 shares
    Change vs previous 13F -302 shares

    0.12% of the 13F portfolio, value $305,180.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,914 shares
    Change vs previous 13F +7,292 shares

    0.2% of the 13F portfolio, value $308,855.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,622 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $149,889.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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