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Disclosery

Estate Counselors, LLC: IBTO position timeline

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

Estate Counselors, LLC held 0 IBTO shares at 2025-06-30 per its 13F-HR filed 2025-08-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -158,426 shares

    13F-HR 0001172661-25-003012 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 158,426 shares
    Change vs previous 13F +3,870 shares

    0.4% of the 13F portfolio, value $3,865,594.

    13F-HR 0001172661-25-001813 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 154,556 shares
    Change vs previous 13F +54 shares

    0.39% of the 13F portfolio, value $3,652,158.

    13F-HR 0001172661-25-001064 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 154,502 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,879,391.

    13F-HR 0001172661-24-004570 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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