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Kesler, Norman & Wride, LLC: IBDS position timeline

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

Kesler, Norman & Wride, LLC held 298,243 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,243 shares
    Change vs previous 13F -9,062 shares

    1.14% of the 13F portfolio, value $7,223,455.

    13F-HR 0002085853-26-000842 filed by Kesler, Norman & Wride, 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 307,305 shares
    Change vs previous 13F +5,647 shares

    1.28% of the 13F portfolio, value $7,449,090.

    13F-HR 0002085853-26-000572 filed by Kesler, Norman & Wride, 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 301,658 shares
    Change vs previous 13F +108,445 shares

    1.26% of the 13F portfolio, value $7,324,247.

    13F-HR 0002085853-26-000236 filed by Kesler, Norman & Wride, 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 193,213 shares
    Change vs previous 13F -12,125 shares

    0.91% of the 13F portfolio, value $4,629,370.

    13F-HR 0001840455-25-000005 filed by Kesler, Norman & Wride, 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 205,338 shares
    Change vs previous 13F -1,357 shares

    0.88% of the 13F portfolio, value $4,983,564.

    13F-HR 0001085146-25-004505 filed by Kesler, Norman & Wride, 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 206,695 shares
    Change vs previous 13F +13,482 shares

    0.95% of the 13F portfolio, value $4,997,897.

    13F-HR 0001085146-25-002509 filed by Kesler, Norman & Wride, 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 193,213 shares
    Change vs previous 13F +30,726 shares

    1% of the 13F portfolio, value $4,629,370.

    13F-HR 0001085146-25-001090 filed by Kesler, Norman & Wride, 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 162,487 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,959,788.

    13F-HR 0001085146-24-004695 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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