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Disclosery

Dodds Wealth, LLC: IGSB position timeline

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

Dodds Wealth, LLC held 8,099 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,099 shares
    Change vs previous 13F -2,503 shares

    0.1% of the 13F portfolio, value $424,493.

    13F-HR 0001973728-26-000004 filed by Dodds Wealth, LLC
    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 10,602 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $557,238.

    13F-HR 0001973728-26-000003 filed by Dodds Wealth, LLC
    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 10,599 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $560,488.

    13F-HR 0001973728-26-000002 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,594 shares
    Change vs previous 13F +4 shares

    0.14% of the 13F portfolio, value $561,791.

    13F-HR 0001973728-25-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,590 shares
    Change vs previous 13F -208 shares

    0.15% of the 13F portfolio, value $558,722.

    13F-HR 0001973728-25-000005 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,798 shares
    Change vs previous 13F -1,068 shares

    0.18% of the 13F portfolio, value $565,488.

    13F-HR 0001973728-25-000003 filed by Dodds Wealth, LLC
    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 11,866 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $614,794.

    13F-HR 0001973728-25-000001 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,862 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $619,222.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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