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Kades & Cheifetz LLC: IBMO position timeline

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

Kades & Cheifetz LLC held 33,529 IBMO shares at 2024-12-31 per its 13F-HR filed 2025-01-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 33,529 shares
    Change vs previous 13F +9,675 shares

    0.44% of the 13F portfolio, value $853,651.

    13F-HR 0001941040-25-000012 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 23,854 shares
    Change vs previous 13F +3,633 shares

    0.35% of the 13F portfolio, value $611,986.

    13F-HR 0001941040-24-000413 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 20,221 shares
    Change vs previous 13F +4,891 shares

    0.32% of the 13F portfolio, value $512,006.

    13F-HR 0001941040-24-000365 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 15,330 shares
    Change vs previous 13F +3,178 shares

    0.25% of the 13F portfolio, value $388,612.

    13F-HR 0001941040-24-000236 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 12,152 shares
    Change vs previous 13F +1,833 shares

    0.22% of the 13F portfolio, value $310,016.

    13F-HR 0001941040-24-000053 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 10,319 shares
    Change vs previous 13F +14 shares

    0.2% of the 13F portfolio, value $256,022.

    13F-HR 0001941040-23-000319 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 10,305 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $259,480.

    13F-HR 0001957259-23-000003 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 10,305 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $263,087.

    13F-HR 0001957259-23-000002 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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