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Klaas Financial Asset Advisors, LLC: IBTH position timeline

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

Klaas Financial Asset Advisors, LLC held 68,473 IBTH 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 68,473 shares
    Change vs previous 13F +1,243 shares

    0.19% of the 13F portfolio, value $1,531,741.

    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 67,230 shares
    Change vs previous 13F +1,917 shares

    0.21% of the 13F portfolio, value $1,507,969.

    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 65,313 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,467,583.

    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).