Johnson Bixby & Associates, LLC: IBDU position timeline

Johnson Bixby & Associates, LLC held 14,259 IBDU 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 14,259 shares

   Change vs previous 13F +126 shares

   0.04% of the 13F portfolio, value $330,231.

   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 14,133 shares

   Change vs previous 13F +106 shares

   0.04% of the 13F portfolio, value $328,733.

   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 14,027 shares

   Change vs previous 13F +215 shares

   0.04% of the 13F portfolio, value $328,310.

   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 13,812 shares

   Change vs previous 13F +159 shares

   0.04% of the 13F portfolio, value $324,169.

   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 13,653 shares

   Change vs previous 13F -1,875 shares

   0.04% of the 13F portfolio, value $318,527.

   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 15,528 shares

   Change vs previous 13F +122 shares

   0.05% of the 13F portfolio, value $359,169.

   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 15,406 shares

   Change vs previous 13F +243 shares

   0.05% of the 13F portfolio, value $351,253.

   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 15,163 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $356,480.

   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).