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Klaas Financial Asset Advisors, LLC: IBTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Klaas Financial Asset Advisors, LLC on IBTG, newest first. How the timeline and the estimate are built.

Klaas Financial Asset Advisors, LLC held 89,356 IBTG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,356 shares
    Change vs previous 13F +1,330 shares

    0.25% of the 13F portfolio, value $2,045,364.

    13F-HR 0001819279-26-000005 filed by Klaas Financial Asset Advisors, 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 88,026 shares
    Change vs previous 13F +2,501 shares

    0.28% of the 13F portfolio, value $2,017,121.

    13F-HR 0001819279-26-000004 filed by Klaas Financial Asset Advisors, 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 85,525 shares
    Change vs previous 13F +22,981 shares

    0.28% of the 13F portfolio, value $1,956,389.

    13F-HR 0001819279-26-000001 filed by Klaas Financial Asset Advisors, 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 62,544 shares
    Change vs previous 13F -6,077 shares

    0.22% of the 13F portfolio, value $1,435,390.

    13F-HR 0001819279-25-000006 filed by Klaas Financial Asset Advisors, 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 68,621 shares
    Change vs previous 13F -5,307 shares

    0.25% of the 13F portfolio, value $1,573,485.

    13F-HR 0002051355-25-000005 filed by Klaas Financial Asset Advisors, 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 73,928 shares
    Change vs previous 13F +37,646 shares

    0.29% of the 13F portfolio, value $1,695,908.

    13F-HR 0001819279-25-000003 filed by Klaas Financial Asset Advisors, 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 36,282 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $827,592.

    13F-HR 0001819279-25-000001 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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