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DRIVE WEALTH MANAGEMENT, LLC: IBTG position timeline

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

DRIVE WEALTH MANAGEMENT, LLC held 60,164 IBTG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,164 shares
    Change vs previous 13F -112 shares

    0.25% of the 13F portfolio, value $1,377,144.

    13F-HR 0001754960-26-000602 filed by DRIVE WEALTH MANAGEMENT, 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 60,276 shares
    Change vs previous 13F -13,353 shares

    0.29% of the 13F portfolio, value $1,381,232.

    13F-HR 0001754960-26-000239 filed by DRIVE WEALTH MANAGEMENT, 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 73,629 shares
    Change vs previous 13F -5,647 shares

    0.33% of the 13F portfolio, value $1,684,270.

    13F-HR 0001754960-26-000152 filed by DRIVE WEALTH MANAGEMENT, 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 79,276 shares
    Change vs previous 13F -229 shares

    0.39% of the 13F portfolio, value $1,819,386.

    13F-HR 0001754960-25-000737 filed by DRIVE WEALTH MANAGEMENT, 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 79,505 shares
    Change vs previous 13F -1,155 shares

    0.4% of the 13F portfolio, value $1,823,043.

    13F-HR 0001754960-25-000500 filed by DRIVE WEALTH MANAGEMENT, 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 80,660 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,850,337.

    13F-HR 0001754960-25-000281 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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