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Disclosery

Financial Advisory Corp: IBMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advisory Corp on IBMO, newest first. How the timeline and the estimate are built.

Financial Advisory Corp held 27,877 IBMO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,877 shares
    Change vs previous 13F +2,793 shares

    0.09% of the 13F portfolio, value $714,770.

    13F-HR 0002085853-26-000681 filed by Financial Advisory Corp
    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 25,084 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $642,903.

    13F-HR 0002085853-26-000355 filed by Financial Advisory Corp
    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 25,084 shares
    Change vs previous 13F -3,204 shares

    0.09% of the 13F portfolio, value $643,079.

    13F-HR 0002085853-26-000103 filed by Financial Advisory Corp
    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 28,288 shares
    Change vs previous 13F +1,378 shares

    0.11% of the 13F portfolio, value $725,871.

    13F-HR 0002085853-25-000032 filed by Financial Advisory Corp
    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 26,910 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $689,515.

    13F-HR 0001667731-25-000781 filed by Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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