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INSTRUMENTAL WEALTH, LLC: IBCA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSTRUMENTAL WEALTH, LLC on IBCA, newest first. How the timeline and the estimate are built.

INSTRUMENTAL WEALTH, LLC held 91,787 IBCA 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 91,787 shares
    Change vs previous 13F +390 shares

    1.19% of the 13F portfolio, value $2,350,677.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL WEALTH, 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 91,397 shares
    Change vs previous 13F +674 shares

    1.44% of the 13F portfolio, value $2,343,413.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL WEALTH, 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 90,723 shares
    Change vs previous 13F +9,882 shares

    1.43% of the 13F portfolio, value $2,381,481.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL WEALTH, 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 80,841 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,109,813.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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