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Cresta Advisors, Ltd.: IBOC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresta Advisors, Ltd. on IBOC, newest first. How the timeline and the estimate are built.

Cresta Advisors, Ltd. held 56,886 IBOC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,886 shares
    Change vs previous 13F -1,677 shares

    1.55% of the 13F portfolio, value $4,320,492.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 58,563 shares
    Change vs previous 13F 0 shares

    1.61% of the 13F portfolio, value $3,940,705.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 58,563 shares
    Change vs previous 13F -1,738 shares

    1.63% of the 13F portfolio, value $3,890,926.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 60,301 shares
    Change vs previous 13F -1,200 shares

    1.85% of the 13F portfolio, value $4,145,694.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 61,501 shares
    Change vs previous 13F -1,261 shares

    2% of the 13F portfolio, value $4,093,507.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    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 62,762 shares
    Change vs previous 13F +6,367 shares

    2.05% of the 13F portfolio, value $3,957,772.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    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 56,395 shares
    Change vs previous 13F 0 shares

    1.76% of the 13F portfolio, value $3,371,858.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    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 56,395 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $3,371,858.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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