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Hoxton Planning & Management, LLC: ISTB position timeline

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

Hoxton Planning & Management, LLC held 151,828 ISTB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,828 shares
    Change vs previous 13F -10,100 shares

    1.91% of the 13F portfolio, value $7,325,705.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, 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 161,928 shares
    Change vs previous 13F -16,415 shares

    2.35% of the 13F portfolio, value $7,847,036.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 ended2025-12-31
    13F 178,343 shares
    Change vs previous 13F +74,192 shares

    2.6% of the 13F portfolio, value $8,694,235.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, LLC
    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 104,151 shares
    Change vs previous 13F -45,512 shares

    1.64% of the 13F portfolio, value $5,086,731.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, LLC
    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 149,663 shares
    Change vs previous 13F -12 shares

    2.52% of the 13F portfolio, value $7,281,119.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, LLC
    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 149,675 shares
    Change vs previous 13F +10,130 shares

    2.76% of the 13F portfolio, value $7,236,798.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, LLC
    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 139,545 shares
    Change vs previous 13F +5,874 shares

    2.55% of the 13F portfolio, value $6,666,043.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 133,671 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $6,507,114.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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