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Factor Wealth Management LTD: ISTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Factor Wealth Management LTD on ISTB, newest first. How the timeline and the estimate are built.

Factor Wealth Management LTD held 374,794 ISTB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 374,794 shares
    Change vs previous 13F -32,489 shares

    2.71% of the 13F portfolio, value $17,709,038.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 407,283 shares
    Change vs previous 13F +133,160 shares

    2.97% of the 13F portfolio, value $19,651,386.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 274,123 shares
    Change vs previous 13F +72,728 shares

    2.5% of the 13F portfolio, value $13,284,010.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 201,395 shares
    Change vs previous 13F +29,737 shares

    2.12% of the 13F portfolio, value $9,817,993.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 171,658 shares
    Change vs previous 13F +21,938 shares

    2.1% of the 13F portfolio, value $8,383,752.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 149,720 shares
    Change vs previous 13F +7,338 shares

    1.99% of the 13F portfolio, value $7,283,866.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 142,382 shares
    Change vs previous 13F +6,705 shares

    2.11% of the 13F portfolio, value $6,884,161.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 135,677 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $6,481,305.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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