Skip to content
Disclosery

HEFFERNAN ADVISORY, INC: IBMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEFFERNAN ADVISORY, INC on IBMO, newest first. How the timeline and the estimate are built.

HEFFERNAN ADVISORY, INC held 32,664 IBMO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,664 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $837,505.

    13F-HR 0001536230-26-000006 filed by HEFFERNAN ADVISORY, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,664 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $837,508.

    13F-HR 0001536230-26-000005 filed by HEFFERNAN ADVISORY, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 32,664 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $837,178.

    13F-HR 0001536230-26-000004 filed by HEFFERNAN ADVISORY, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 32,664 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $837,407.

    13F-HR 0001536230-26-000003 filed by HEFFERNAN ADVISORY, INC
    Filed (acceptance time not in the bulk data set), ingested

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