Intentional Wealth Strategies, LLC: IGSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intentional Wealth Strategies, LLC on IGSB, newest first. How the timeline and the estimate are built.

Intentional Wealth Strategies, LLC held 6,272 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 6,272 shares
Change vs previous 13F +44 shares
0.31% of the 13F portfolio, value $328,716.
13F-HR 0001754960-26-000652 filed by Intentional Wealth Strategies, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,228 shares
Change vs previous 13F not available
0.3% of the 13F portfolio, value $327,344.
13F-HR 0001754960-26-000364 filed by Intentional Wealth Strategies, LLC
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).