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Delta Wealth Advisors LLC: IBTH position timeline

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

Delta Wealth Advisors LLC held 382,901 IBTH 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 382,901 shares
    Change vs previous 13F +6,730 shares

    5.87% of the 13F portfolio, value $8,546,353.

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

  2. period ended2026-06-30
    13F 376,171 shares
    Change vs previous 13F +3,251 shares

    6.01% of the 13F portfolio, value $8,414,952.

    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 372,920 shares
    Change vs previous 13F +26,326 shares

    6.37% of the 13F portfolio, value $8,364,585.

    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 346,594 shares
    Change vs previous 13F not available

    6.52% of the 13F portfolio, value $7,787,967.

    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).