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INSTRUMENTAL WEALTH, LLC: IBDY position timeline

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

INSTRUMENTAL WEALTH, LLC held 418,536 IBDY 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 418,536 shares
    Change vs previous 13F +1,752 shares

    5.46% of the 13F portfolio, value $10,775,213.

    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 416,784 shares
    Change vs previous 13F +2,768 shares

    6.62% of the 13F portfolio, value $10,773,865.

    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 414,016 shares
    Change vs previous 13F +28,299 shares

    6.55% of the 13F portfolio, value $10,930,016.

    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 385,717 shares
    Change vs previous 13F +18,558 shares

    7.1% of the 13F portfolio, value $10,125,058.

    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).

  5. period ended2025-06-30
    13F 367,159 shares
    Change vs previous 13F +11,167 shares

    7.45% of the 13F portfolio, value $9,373,578.

    13F-HR 0001976010-25-000005 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).

  6. period ended2025-03-31
    13F 355,992 shares
    Change vs previous 13F +2,296 shares

    8.2% of the 13F portfolio, value $9,056,436.

    13F-HR 0001976010-25-000003 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).

  7. period ended2024-12-31
    13F 353,696 shares
    Change vs previous 13F +28,534 shares

    8.5% of the 13F portfolio, value $8,980,330.

    13F-HR 0001976010-25-000001 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).

  8. period ended2024-09-30
    13F 325,162 shares
    Change vs previous 13F not available

    8.23% of the 13F portfolio, value $8,441,193.

    13F-HR 0001976010-24-000011 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).