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Kesler, Norman & Wride, LLC: IBDT position timeline

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

Kesler, Norman & Wride, LLC held 129,186 IBDT 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 129,186 shares
    Change vs previous 13F -7,967 shares

    0.52% of the 13F portfolio, value $3,261,945.

    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 137,153 shares
    Change vs previous 13F +3,689 shares

    0.6% of the 13F portfolio, value $3,474,108.

    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 133,464 shares
    Change vs previous 13F +66,400 shares

    0.58% of the 13F portfolio, value $3,397,313.

    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 67,064 shares
    Change vs previous 13F -57,318 shares

    0.33% of the 13F portfolio, value $1,669,894.

    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 124,382 shares
    Change vs previous 13F +545 shares

    0.56% of the 13F portfolio, value $3,161,793.

    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 123,837 shares
    Change vs previous 13F +56,773 shares

    0.6% of the 13F portfolio, value $3,128,109.

    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 67,064 shares
    Change vs previous 13F -18,639 shares

    0.36% of the 13F portfolio, value $1,669,894.

    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 85,703 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,188,007.

    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).