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Disclosery

Kathmere Capital Management, LLC: IBDU position timeline

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

Kathmere Capital Management, LLC held 1,224,087 IBDU 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 1,224,087 shares
    Change vs previous 13F +69,789 shares

    1.51% of the 13F portfolio, value $28,349,844.

    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 1,154,298 shares
    Change vs previous 13F +118,096 shares

    1.66% of the 13F portfolio, value $26,848,965.

    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 1,036,202 shares
    Change vs previous 13F -6,129 shares

    1.64% of the 13F portfolio, value $24,252,310.

    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 1,042,331 shares
    Change vs previous 13F +130,015 shares

    1.74% of the 13F portfolio, value $24,463,509.

    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 912,316 shares
    Change vs previous 13F +73,811 shares

    1.64% of the 13F portfolio, value $21,284,332.

    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 838,505 shares
    Change vs previous 13F +43,032 shares

    1.65% of the 13F portfolio, value $19,394,621.

    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 795,473 shares
    Change vs previous 13F -171,610 shares

    1.63% of the 13F portfolio, value $18,136,784.

    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 967,083 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $22,736,121.

    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).