Skip to content
Disclosery

Kathmere Capital Management, LLC: IBDT position timeline

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

Kathmere Capital Management, LLC held 1,388,753 IBDT 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 1,388,753 shares
    Change vs previous 13F +82,506 shares

    1.86% of the 13F portfolio, value $35,066,011.

    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 1,306,247 shares
    Change vs previous 13F +110,024 shares

    2.05% of the 13F portfolio, value $33,087,235.

    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 1,196,223 shares
    Change vs previous 13F -6,699 shares

    2.05% of the 13F portfolio, value $30,449,859.

    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 1,202,922 shares
    Change vs previous 13F +133,007 shares

    2.18% of the 13F portfolio, value $30,698,569.

    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 1,069,915 shares
    Change vs previous 13F +41,210 shares

    2.09% of the 13F portfolio, value $27,197,239.

    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 1,028,705 shares
    Change vs previous 13F +80,758 shares

    2.21% of the 13F portfolio, value $25,985,088.

    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 947,947 shares
    Change vs previous 13F +26,036 shares

    2.12% of the 13F portfolio, value $23,603,880.

    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 921,911 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $23,536,388.

    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).