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Financial Advisory Corp: IBTG position timeline

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

Financial Advisory Corp held 1,591,146 IBTG 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 1,591,146 shares
    Change vs previous 13F -11,402 shares

    4.83% of the 13F portfolio, value $36,421,323.

    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 1,602,548 shares
    Change vs previous 13F -21,716 shares

    5.1% of the 13F portfolio, value $36,722,387.

    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 1,624,264 shares
    Change vs previous 13F +137,385 shares

    5.4% of the 13F portfolio, value $37,155,045.

    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 1,486,879 shares
    Change vs previous 13F +66,346 shares

    5.02% of the 13F portfolio, value $34,123,879.

    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 1,420,533 shares
    Change vs previous 13F +12,129 shares

    5% of the 13F portfolio, value $32,572,815.

    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).

  6. period ended2025-03-31
    13F 1,408,404 shares
    Change vs previous 13F +21,920 shares

    5.35% of the 13F portfolio, value $32,308,782.

    13F-HR 0001667731-25-000419 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).

  7. period ended2024-12-31
    13F 1,386,484 shares
    Change vs previous 13F not available

    5.52% of the 13F portfolio, value $31,625,703.

    13F-HR 0001667731-25-000315 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).