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GLOBALT Investments LLC / GA: IBTO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GLOBALT Investments LLC / GA on IBTO, newest first. How the timeline and the estimate are built.

GLOBALT Investments LLC / GA held 2,365,635 IBTO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,365,635 shares
    Change vs previous 13F -45,637 shares

    1.93% of the 13F portfolio, value $57,086,555.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 2,411,272 shares
    Change vs previous 13F +146,569 shares

    2.1% of the 13F portfolio, value $58,810,440.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 2,264,703 shares
    Change vs previous 13F -3,870 shares

    2.03% of the 13F portfolio, value $55,609,776.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 2,268,573 shares
    Change vs previous 13F -54,310 shares

    2.04% of the 13F portfolio, value $55,920,333.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 2,322,883 shares
    Change vs previous 13F -81,219 shares

    2.18% of the 13F portfolio, value $56,933,870.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 2,404,102 shares
    Change vs previous 13F -66,793 shares

    2.4% of the 13F portfolio, value $58,660,097.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 2,470,895 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $58,387,249.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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