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Disclosery

Kathmere Capital Management, LLC: IBDR position timeline

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

Kathmere Capital Management, LLC held 1,502,321 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,502,321 shares
    Change vs previous 13F +109,451 shares

    1.93% of the 13F portfolio, value $36,401,250.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 1,392,870 shares
    Change vs previous 13F +114,491 shares

    2.09% of the 13F portfolio, value $33,763,175.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 1,278,379 shares
    Change vs previous 13F -9,964 shares

    2.09% of the 13F portfolio, value $30,975,123.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 1,288,343 shares
    Change vs previous 13F +153,076 shares

    2.23% of the 13F portfolio, value $31,306,735.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 1,135,267 shares
    Change vs previous 13F +49,274 shares

    2.12% of the 13F portfolio, value $27,530,225.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 1,085,993 shares
    Change vs previous 13F +99,007 shares

    2.24% of the 13F portfolio, value $26,291,891.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 986,986 shares
    Change vs previous 13F +17,131 shares

    2.13% of the 13F portfolio, value $23,756,753.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 969,855 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $23,567,477.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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