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Disclosery

InvesTrust: IBDR position timeline

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

InvesTrust held 317,326 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,326 shares
    Change vs previous 13F -6,788 shares

    2.96% of the 13F portfolio, value $7,688,808.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 324,114 shares
    Change vs previous 13F -9,508 shares

    3.3% of the 13F portfolio, value $7,856,523.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 333,622 shares
    Change vs previous 13F -11,177 shares

    3.13% of the 13F portfolio, value $8,083,661.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 344,799 shares
    Change vs previous 13F +9,419 shares

    3.07% of the 13F portfolio, value $8,378,615.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 335,380 shares
    Change vs previous 13F +554 shares

    3.14% of the 13F portfolio, value $8,132,965.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 334,826 shares
    Change vs previous 13F +656 shares

    2.22% of the 13F portfolio, value $8,106,137.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 334,170 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $8,040,130.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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