Skip to content
Disclosery

Grassi Investment Management: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grassi Investment Management on IBB, newest first. How the timeline and the estimate are built.

Grassi Investment Management held 2,379 IBB shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,379 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $301,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 2,429 shares
    Change vs previous 13F -2,830 shares

    0.03% of the 13F portfolio, value $311,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    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/A 5,259 shares
    Change vs previous 13F -1,000 shares

    0.06% of the 13F portfolio, value $695,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 6,259 shares
    Change vs previous 13F -450 shares

    0.08% of the 13F portfolio, value $911,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 6,709 shares
    Change vs previous 13F -4,450 shares

    0.08% of the 13F portfolio, value $921,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 11,159 shares
    Change vs previous 13F +359 shares

    0.14% of the 13F portfolio, value $1,531,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 10,800 shares
    Change vs previous 13F -125 shares

    0.15% of the 13F portfolio, value $1,467,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 10,925 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,336,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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