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Foguth Wealth Management, LLC.: IBLC position timeline

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

Foguth Wealth Management, LLC. held 251,149 IBLC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,149 shares
    Change vs previous 13F +91,794 shares

    1.27% of the 13F portfolio, value $11,179,516.

    13F-HR 0002016322-26-000007 filed by Foguth Wealth Management, LLC.
    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 159,355 shares
    Change vs previous 13F +26,568 shares

    1.03% of the 13F portfolio, value $8,844,101.

    13F-HR 0002016322-26-000006 filed by Foguth Wealth Management, LLC.
    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 132,787 shares
    Change vs previous 13F +69,698 shares

    0.91% of the 13F portfolio, value $5,855,904.

    13F-HR 0002016322-26-000001 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 63,089 shares
    Change vs previous 13F -6,409 shares

    0.53% of the 13F portfolio, value $2,477,327.

    13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 69,498 shares
    Change vs previous 13F -70,854 shares

    0.42% of the 13F portfolio, value $1,715,471.

    13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 140,352 shares
    Change vs previous 13F -25,163 shares

    1.44% of the 13F portfolio, value $5,496,766.

    13F-HR 0002016322-25-000002 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 165,515 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $4,793,314.

    13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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