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FAGAN ASSOCIATES, INC.: IBTO position timeline

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

FAGAN ASSOCIATES, INC. held 97,627 IBTO 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 97,627 shares
    Change vs previous 13F -50 shares

    0.29% of the 13F portfolio, value $2,355,896.

    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 97,677 shares
    Change vs previous 13F +9,810 shares

    0.33% of the 13F portfolio, value $2,382,322.

    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 87,867 shares
    Change vs previous 13F +5,395 shares

    0.29% of the 13F portfolio, value $2,157,574.

    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 82,472 shares
    Change vs previous 13F +2,117 shares

    0.28% of the 13F portfolio, value $2,032,935.

    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 80,355 shares
    Change vs previous 13F +8,185 shares

    0.3% of the 13F portfolio, value $1,969,501.

    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 72,170 shares
    Change vs previous 13F -1,500 shares

    0.29% of the 13F portfolio, value $1,760,948.

    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 73,670 shares
    Change vs previous 13F +9,010 shares

    0.28% of the 13F portfolio, value $1,740,822.

    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 64,660 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,623,548.

    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).