Johnson Bixby & Associates, LLC: IBDV position timeline

Johnson Bixby & Associates, LLC held 14,695 IBDV 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 14,695 shares

   Change vs previous 13F +126 shares

   0.04% of the 13F portfolio, value $320,360.

   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 14,569 shares

   Change vs previous 13F +108 shares

   0.04% of the 13F portfolio, value $318,908.

   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 14,461 shares

   Change vs previous 13F +217 shares

   0.04% of the 13F portfolio, value $319,159.

   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 14,244 shares

   Change vs previous 13F +162 shares

   0.04% of the 13F portfolio, value $315,515.

   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 14,082 shares

   Change vs previous 13F +210 shares

   0.04% of the 13F portfolio, value $309,516.

   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 13,872 shares

   Change vs previous 13F +106 shares

   0.05% of the 13F portfolio, value $301,299.

   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 13,766 shares

   Change vs previous 13F +212 shares

   0.04% of the 13F portfolio, value $294,049.

   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 13,554 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $300,494.

   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).