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Gitterman Wealth Management, LLC: IBN position timeline

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

Gitterman Wealth Management, LLC held 0 IBN shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -6,867 shares

    13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 6,867 shares
    Change vs previous 13F +55 shares

    0.06% of the 13F portfolio, value $216,437.

    13F-HR 0001172661-25-001806 filed by Gitterman 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 ended2024-12-31
    13F 6,812 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $203,398.

    13F-HR 0001172661-25-000607 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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