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Delta Wealth Advisors LLC: IBTG position timeline

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

Delta Wealth Advisors LLC held 128,690 IBTG 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 128,690 shares
    Change vs previous 13F -454,867 shares

    2.02% of the 13F portfolio, value $2,944,431.

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

  2. period ended2026-06-30
    13F 583,557 shares
    Change vs previous 13F -32,369 shares

    9.54% of the 13F portfolio, value $13,357,624.

    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 615,926 shares
    Change vs previous 13F +123,288 shares

    10.74% of the 13F portfolio, value $14,113,935.

    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 492,638 shares
    Change vs previous 13F +10,176 shares

    9.43% of the 13F portfolio, value $11,269,095.

    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).

  5. period ended2025-09-30
    13F 482,462 shares
    Change vs previous 13F +22,714 shares

    8.66% of the 13F portfolio, value $11,072,503.

    13F-HR 0002085853-25-000120 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).

  6. period ended2025-06-30
    13F 459,748 shares
    Change vs previous 13F -39,090 shares

    8.83% of the 13F portfolio, value $10,542,022.

    13F-HR 0002085853-25-000065 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).

  7. period ended2025-03-31
    13F 498,838 shares
    Change vs previous 13F +67,020 shares

    10.39% of the 13F portfolio, value $11,443,344.

    13F-HR 0002085853-25-000064 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).

  8. period ended2024-12-31
    13F 431,818 shares
    Change vs previous 13F not available

    9.28% of the 13F portfolio, value $9,849,769.

    13F-HR 0002085853-25-000063 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).