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Cottage Street Advisors LLC: IBHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cottage Street Advisors LLC on IBHF, newest first. How the timeline and the estimate are built.

Cottage Street Advisors LLC held 62,874 IBHF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,874 shares
    Change vs previous 13F -5,537 shares

    0.55% of the 13F portfolio, value $1,424,086.

    13F-HR 0001754960-26-000564 filed by Cottage Street Advisors LLC
    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 68,411 shares
    Change vs previous 13F -1,026 shares

    0.68% of the 13F portfolio, value $1,570,034.

    13F-HR 0001754960-26-000278 filed by Cottage Street Advisors LLC
    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 69,437 shares
    Change vs previous 13F +736 shares

    0.68% of the 13F portfolio, value $1,602,599.

    13F-HR 0001754960-26-000117 filed by Cottage Street Advisors LLC
    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 68,701 shares
    Change vs previous 13F -1,229 shares

    0.68% of the 13F portfolio, value $1,606,927.

    13F-HR 0001754960-25-000779 filed by Cottage Street Advisors LLC
    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 69,930 shares
    Change vs previous 13F +6,208 shares

    0.85% of the 13F portfolio, value $1,624,479.

    13F-HR 0001754960-25-000521 filed by Cottage Street Advisors LLC
    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 63,722 shares
    Change vs previous 13F +23,802 shares

    0.74% of the 13F portfolio, value $1,479,622.

    13F-HR 0001754960-25-000231 filed by Cottage Street Advisors LLC
    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 39,920 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $924,147.

    13F-HR 0001754960-25-000134 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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