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Disclosery

InvesTrust: IBDU position timeline

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

InvesTrust held 309,429 IBDU 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 309,429 shares
    Change vs previous 13F +36,354 shares

    2.76% of the 13F portfolio, value $7,166,375.

    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 273,075 shares
    Change vs previous 13F +20,591 shares

    2.67% of the 13F portfolio, value $6,351,724.

    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 252,484 shares
    Change vs previous 13F -8,552 shares

    2.28% of the 13F portfolio, value $5,909,388.

    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 261,036 shares
    Change vs previous 13F +17,663 shares

    2.24% of the 13F portfolio, value $6,126,514.

    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 243,373 shares
    Change vs previous 13F +4,385 shares

    2.19% of the 13F portfolio, value $5,677,892.

    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 238,988 shares
    Change vs previous 13F +199,330 shares

    1.51% of the 13F portfolio, value $5,527,792.

    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 39,658 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $905,392.

    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).