InvesTrust: IBDS position timeline

InvesTrust held 353,843 IBDS 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 353,843 shares

   Change vs previous 13F +6,029 shares

   3.3% of the 13F portfolio, value $8,570,077.

   13F-HR 0002050848-26-000003 filed by InvesTrust
   Filed 2026-07-14 (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).

2. period ended2026-03-31

   13F 347,814 shares

   Change vs previous 13F +3,894 shares

   3.54% of the 13F portfolio, value $8,431,011.

   13F-HR 0002050848-26-000002 filed by InvesTrust
   Filed 2026-04-07 (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).

3. period ended2025-12-31

   13F 343,920 shares

   Change vs previous 13F -6,600 shares

   3.23% of the 13F portfolio, value $8,350,377.

   13F-HR 0002050848-26-000001 filed by InvesTrust
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 350,520 shares

   Change vs previous 13F +27,651 shares

   3.12% of the 13F portfolio, value $8,531,656.

   13F-HR 0002050848-25-000007 filed by InvesTrust
   Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 322,869 shares

   Change vs previous 13F -10 shares

   3.02% of the 13F portfolio, value $7,836,031.

   13F-HR 0002050848-25-000003 filed by InvesTrust
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 322,879 shares

   Change vs previous 13F +10,450 shares

   2.14% of the 13F portfolio, value $7,807,214.

   13F-HR 0002050848-25-000002 filed by InvesTrust
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 312,429 shares

   Change vs previous 13F not available

   2.08% of the 13F portfolio, value $7,485,799.

   13F-HR 0002050848-25-000001 filed by InvesTrust
   Filed 2025-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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