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FORBES J M & CO LLP: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on IBB, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 43,371 IBB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,371 shares
    Change vs previous 13F -316 shares

    0.65% of the 13F portfolio, value $8,248,730.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 43,687 shares
    Change vs previous 13F -13 shares

    0.62% of the 13F portfolio, value $7,376,550.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 43,700 shares
    Change vs previous 13F +483 shares

    0.6% of the 13F portfolio, value $7,375,249.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 43,217 shares
    Change vs previous 13F +486 shares

    0.52% of the 13F portfolio, value $6,239,238.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 42,731 shares
    Change vs previous 13F -256 shares

    0.49% of the 13F portfolio, value $5,405,899.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 42,987 shares
    Change vs previous 13F +1,725 shares

    0.53% of the 13F portfolio, value $5,498,037.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 41,262 shares
    Change vs previous 13F +352 shares

    0.53% of the 13F portfolio, value $5,455,249.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 40,910 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,956,496.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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