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Disclosery

Kathmere Capital Management, LLC: IBMO position timeline

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

Kathmere Capital Management, LLC held 553,898 IBMO 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 553,898 shares
    Change vs previous 13F +94,407 shares

    0.75% of the 13F portfolio, value $14,201,990.

    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 459,491 shares
    Change vs previous 13F -12,113 shares

    0.73% of the 13F portfolio, value $11,776,757.

    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 471,604 shares
    Change vs previous 13F -2,168 shares

    0.82% of the 13F portfolio, value $12,090,501.

    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 473,772 shares
    Change vs previous 13F -233 shares

    0.86% of the 13F portfolio, value $12,156,996.

    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 474,005 shares
    Change vs previous 13F -54,352 shares

    0.94% of the 13F portfolio, value $12,145,439.

    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 528,357 shares
    Change vs previous 13F -94,557 shares

    1.15% of the 13F portfolio, value $13,504,812.

    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 622,914 shares
    Change vs previous 13F -7,847 shares

    1.42% of the 13F portfolio, value $15,859,400.

    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 630,761 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $16,182,179.

    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).