Johnson Bixby & Associates, LLC: IBDS position timeline

Johnson Bixby & Associates, LLC held 35,119 IBDS 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 35,119 shares

   Change vs previous 13F +263 shares

   0.09% of the 13F portfolio, value $850,592.

   13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, LLC
   Filed 2026-07-16 (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 34,856 shares

   Change vs previous 13F +242 shares

   0.1% of the 13F portfolio, value $844,921.

   13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, LLC
   Filed 2026-04-16 (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 34,614 shares

   Change vs previous 13F +486 shares

   0.1% of the 13F portfolio, value $840,432.

   13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, LLC
   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 34,128 shares

   Change vs previous 13F +2,204 shares

   0.11% of the 13F portfolio, value $830,683.

   13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, LLC
   Filed 2025-10-16 (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 31,924 shares

   Change vs previous 13F +2,235 shares

   0.11% of the 13F portfolio, value $774,806.

   13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, LLC
   Filed 2025-07-17 (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 29,689 shares

   Change vs previous 13F +4,309 shares

   0.11% of the 13F portfolio, value $717,869.

   13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, LLC
   Filed 2025-04-23 (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 25,380 shares

   Change vs previous 13F +6,161 shares

   0.09% of the 13F portfolio, value $608,097.

   13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, LLC
   Filed 2025-01-21 (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).

8. period ended2024-09-30

   13F 19,219 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $468,355.

   13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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