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Eldridge Investment Advisors, Inc.: IBMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eldridge Investment Advisors, Inc. on IBMO, newest first. How the timeline and the estimate are built.

Eldridge Investment Advisors, Inc. held 23,035 IBMO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,035 shares
    Change vs previous 13F -15 shares

    0.12% of the 13F portfolio, value $590,620.

    13F-HR 0001727993-26-000007 filed by Eldridge Investment Advisors, Inc.
    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 23,050 shares
    Change vs previous 13F +400 shares

    0.13% of the 13F portfolio, value $590,772.

    13F-HR 0001727993-26-000004 filed by Eldridge Investment Advisors, Inc.
    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 22,650 shares
    Change vs previous 13F +13,250 shares

    0.13% of the 13F portfolio, value $580,678.

    13F-HR 0001727993-26-000002 filed by Eldridge Investment Advisors, Inc.
    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 9,400 shares
    Change vs previous 13F +1,400 shares

    0.05% of the 13F portfolio, value $241,204.

    13F-HR 0001727993-25-000011 filed by Eldridge Investment Advisors, Inc.
    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 8,000 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $204,576.

    13F-HR 0001727993-25-000009 filed by Eldridge Investment Advisors, Inc.
    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 8,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $204,480.

    13F-HR 0001727993-25-000006 filed by Eldridge Investment Advisors, Inc.
    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 8,000 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $204,000.

    13F-HR 0001727993-25-000002 filed by Eldridge Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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