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Delta Wealth Advisors LLC: IBTI position timeline

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

Delta Wealth Advisors LLC held 827,443 IBTI 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 827,443 shares
    Change vs previous 13F +760,676 shares

    12.45% of the 13F portfolio, value $18,129,270.

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

  2. period ended2026-06-30
    13F 66,767 shares
    Change vs previous 13F +13,277 shares

    1.06% of the 13F portfolio, value $1,478,227.

    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 53,490 shares
    Change vs previous 13F -340 shares

    0.91% of the 13F portfolio, value $1,191,910.

    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 53,830 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,203,908.

    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).