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Disclosery

Kathmere Capital Management, LLC: IBDS position timeline

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

Kathmere Capital Management, LLC held 1,464,682 IBDS 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 1,464,682 shares
    Change vs previous 13F +93,474 shares

    1.89% of the 13F portfolio, value $35,474,594.

    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 1,371,208 shares
    Change vs previous 13F +112,313 shares

    2.06% of the 13F portfolio, value $33,238,083.

    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 1,258,895 shares
    Change vs previous 13F -9,588 shares

    2.06% of the 13F portfolio, value $30,565,971.

    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 1,268,483 shares
    Change vs previous 13F +146,750 shares

    2.19% of the 13F portfolio, value $30,874,876.

    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 1,121,733 shares
    Change vs previous 13F +38,351 shares

    2.1% of the 13F portfolio, value $27,224,460.

    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 1,083,382 shares
    Change vs previous 13F +93,877 shares

    2.23% of the 13F portfolio, value $26,196,177.

    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 989,505 shares
    Change vs previous 13F +20,718 shares

    2.13% of the 13F portfolio, value $23,708,540.

    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 968,787 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $23,609,339.

    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).