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FAGAN ASSOCIATES, INC.: IBTJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAGAN ASSOCIATES, INC. on IBTJ, newest first. How the timeline and the estimate are built.

FAGAN ASSOCIATES, INC. held 294,216 IBTJ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 294,216 shares
    Change vs previous 13F +1,367 shares

    0.78% of the 13F portfolio, value $6,369,770.

    13F-HR 0001607866-26-000003 filed by FAGAN ASSOCIATES, 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 292,849 shares
    Change vs previous 13F -3,439 shares

    0.89% of the 13F portfolio, value $6,396,697.

    13F-HR 0001607866-26-000002 filed by FAGAN ASSOCIATES, 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 296,288 shares
    Change vs previous 13F +1,056 shares

    0.87% of the 13F portfolio, value $6,502,043.

    13F-HR 0001607866-26-000001 filed by FAGAN ASSOCIATES, 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 295,232 shares
    Change vs previous 13F +6,101 shares

    0.89% of the 13F portfolio, value $6,481,815.

    13F-HR 0001607866-25-000002 filed by FAGAN ASSOCIATES, 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 289,131 shares
    Change vs previous 13F +137 shares

    0.98% of the 13F portfolio, value $6,337,748.

    13F-HR 0001085146-25-004656 filed by FAGAN ASSOCIATES, 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 288,994 shares
    Change vs previous 13F -765 shares

    1.05% of the 13F portfolio, value $6,291,399.

    13F-HR 0001085146-25-002610 filed by FAGAN ASSOCIATES, 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 289,759 shares
    Change vs previous 13F +21,262 shares

    0.98% of the 13F portfolio, value $6,179,480.

    13F-HR 0001085146-25-000669 filed by FAGAN ASSOCIATES, INC.
    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 268,497 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $5,935,120.

    13F-HR 0001085146-24-005488 filed by FAGAN ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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