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Delta Wealth Advisors LLC: IBHI position timeline

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

Delta Wealth Advisors LLC held 233,879 IBHI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 233,879 shares
    Change vs previous 13F +1,820 shares

    3.67% of the 13F portfolio, value $5,339,457.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 232,059 shares
    Change vs previous 13F +13,651 shares

    3.88% of the 13F portfolio, value $5,427,869.

    13F-HR 0002085853-26-000720 filed by Delta Wealth 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 ended2026-03-31
    13F 218,408 shares
    Change vs previous 13F +60,256 shares

    3.87% of the 13F portfolio, value $5,085,196.

    13F-HR 0002085853-26-000437 filed by Delta Wealth 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 ended2025-12-31
    13F 158,152 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $3,737,132.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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