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Disclosery

HARRELL INVESTMENT PARTNERS, LLC: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARRELL INVESTMENT PARTNERS, LLC on IBB, newest first. How the timeline and the estimate are built.

HARRELL INVESTMENT PARTNERS, LLC held 3,957 IBB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,957 shares
    Change vs previous 13F -64 shares

    0.16% of the 13F portfolio, value $752,662.

    13F-HR 0001951757-26-000984 filed by HARRELL INVESTMENT 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 4,021 shares
    Change vs previous 13F -1,874 shares

    0.16% of the 13F portfolio, value $678,994.

    13F-HR 0001951757-26-000699 filed by HARRELL INVESTMENT 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 5,895 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $994,826.

    13F-HR 0001951757-26-000150 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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