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FourThought Financial Partners, LLC: IBDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FourThought Financial Partners, LLC on IBDW, newest first. How the timeline and the estimate are built.

FourThought Financial Partners, LLC held 89,580 IBDW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,580 shares
    Change vs previous 13F +19,282 shares

    0.14% of the 13F portfolio, value $1,866,843.

    13F-HR 0001765380-26-000356 filed by FourThought Financial Partners, 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 70,298 shares
    Change vs previous 13F +32,437 shares

    0.13% of the 13F portfolio, value $1,471,328.

    13F-HR 0001765380-26-000183 filed by FourThought Financial Partners, 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 37,861 shares
    Change vs previous 13F +21,864 shares

    0.07% of the 13F portfolio, value $800,760.

    13F-HR 0001765380-26-000071 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,997 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $339,456.

    13F-HR 0001765380-25-000495 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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