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Finer Wealth Management, Inc.: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Finer Wealth Management, Inc. on IBB, newest first. How the timeline and the estimate are built.

Finer Wealth Management, Inc. held 6,742 IBB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,742 shares
    Change vs previous 13F -1,245 shares

    0.57% of the 13F portfolio, value $1,282,262.

    13F-HR 0001929071-26-000004 filed by Finer Wealth Management, 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 7,987 shares
    Change vs previous 13F -2,085 shares

    0.68% of the 13F portfolio, value $1,348,606.

    13F-HR 0001929071-26-000002 filed by Finer Wealth Management, 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 10,072 shares
    Change vs previous 13F +692 shares

    0.82% of the 13F portfolio, value $1,699,851.

    13F-HR 0001929071-26-000001 filed by Finer Wealth Management, 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 9,380 shares
    Change vs previous 13F +245 shares

    0.67% of the 13F portfolio, value $1,354,208.

    13F-HR 0001929071-25-000002 filed by Finer Wealth Management, 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 9,135 shares
    Change vs previous 13F -226 shares

    0.62% of the 13F portfolio, value $1,155,678.

    13F-HR 0001221073-25-000078 filed by Finer Wealth Management, 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 9,361 shares
    Change vs previous 13F +785 shares

    0.72% of the 13F portfolio, value $1,197,281.

    13F-HR 0001221073-25-000054 filed by Finer Wealth Management, 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 8,576 shares
    Change vs previous 13F +1,127 shares

    0.65% of the 13F portfolio, value $1,133,833.

    13F-HR 0001221073-25-000035 filed by Finer Wealth Management, 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 7,449 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,084,574.

    13F-HR 0001221073-24-000101 filed by Finer Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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