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Disclosery

InvesTrust: IBDV position timeline

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

InvesTrust held 262,812 IBDV 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 262,812 shares
    Change vs previous 13F +33,666 shares

    2.21% of the 13F portfolio, value $5,729,301.

    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 229,146 shares
    Change vs previous 13F +177,792 shares

    2.11% of the 13F portfolio, value $5,016,005.

    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 51,354 shares
    Change vs previous 13F +37,688 shares

    0.44% of the 13F portfolio, value $1,133,382.

    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 13,666 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $302,701.

    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).