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Johnson Bixby & Associates, LLC: IBDR position timeline

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

Johnson Bixby & Associates, LLC held 50,931 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,931 shares
    Change vs previous 13F +139 shares

    0.14% of the 13F portfolio, value $1,234,062.

    13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, LLC
    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 50,792 shares
    Change vs previous 13F +157 shares

    0.15% of the 13F portfolio, value $1,231,198.

    13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, LLC
    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 50,635 shares
    Change vs previous 13F +406 shares

    0.15% of the 13F portfolio, value $1,226,885.

    13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, LLC
    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 50,229 shares
    Change vs previous 13F +221 shares

    0.16% of the 13F portfolio, value $1,220,571.

    13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, LLC
    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 50,008 shares
    Change vs previous 13F +560 shares

    0.17% of the 13F portfolio, value $1,212,706.

    13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, LLC
    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 49,448 shares
    Change vs previous 13F -818 shares

    0.18% of the 13F portfolio, value $1,197,136.

    13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, LLC
    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 50,266 shares
    Change vs previous 13F +2,444 shares

    0.18% of the 13F portfolio, value $1,209,909.

    13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 47,822 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,162,083.

    13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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