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Disclosery

Empirical Asset Management, LLC: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Asset Management, LLC on IBB, newest first. How the timeline and the estimate are built.

Empirical Asset Management, LLC held 13,997 IBB 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 13,997 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $2,662,089.

    13F-HR 0001951757-26-001200 filed by Empirical Asset 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 13,997 shares
    Change vs previous 13F -35 shares

    0.62% of the 13F portfolio, value $2,363,394.

    13F-HR 0001951757-26-000815 filed by Empirical Asset 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 14,032 shares
    Change vs previous 13F +1,583 shares

    0.67% of the 13F portfolio, value $2,368,181.

    13F-HR 0001951757-26-000393 filed by Empirical Asset 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 12,449 shares
    Change vs previous 13F -590 shares

    0.5% of the 13F portfolio, value $1,797,262.

    13F-HR 0001951757-25-001374 filed by Empirical Asset 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 13,039 shares
    Change vs previous 13F -536 shares

    0.51% of the 13F portfolio, value $1,649,564.

    13F-HR 0001951757-25-000983 filed by Empirical Asset 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 13,575 shares
    Change vs previous 13F -156 shares

    0.59% of the 13F portfolio, value $1,736,243.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, 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 13,731 shares
    Change vs previous 13F -927 shares

    0.61% of the 13F portfolio, value $1,815,376.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, 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 14,658 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,134,205.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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