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Disclosery

InvesTrust: IBDT position timeline

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

InvesTrust held 332,478 IBDT 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 332,478 shares
    Change vs previous 13F +18,012 shares

    3.23% of the 13F portfolio, value $8,395,069.

    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 314,466 shares
    Change vs previous 13F +8,944 shares

    3.35% of the 13F portfolio, value $7,965,423.

    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 305,522 shares
    Change vs previous 13F +3,015 shares

    3.01% of the 13F portfolio, value $7,777,062.

    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 302,507 shares
    Change vs previous 13F +40,072 shares

    2.83% of the 13F portfolio, value $7,719,978.

    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 262,435 shares
    Change vs previous 13F +2,674 shares

    2.57% of the 13F portfolio, value $6,671,098.

    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 259,761 shares
    Change vs previous 13F +34,232 shares

    1.79% of the 13F portfolio, value $6,561,563.

    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 225,529 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $5,622,438.

    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).