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Disclosery

Financial Advisory Corp: IBTJ position timeline

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

Financial Advisory Corp held 1,598,459 IBTJ 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 1,598,459 shares
    Change vs previous 13F +26,888 shares

    4.59% of the 13F portfolio, value $34,606,628.

    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 1,571,571 shares
    Change vs previous 13F +1,524,642 shares

    4.77% of the 13F portfolio, value $34,327,836.

    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 46,929 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,029,867.

    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).