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KLEIN PAVLIS & PEASLEY FINANCIAL, INC.: IBN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLEIN PAVLIS & PEASLEY FINANCIAL, INC. on IBN, newest first. How the timeline and the estimate are built.

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held 155,050 IBN shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 155,050 shares
    Change vs previous 13F +18,990 shares

    2.16% of the 13F portfolio, value $4,271,619.

    13F-HR 0001907480-26-000004 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 136,060 shares
    Change vs previous 13F +3,075 shares

    2.06% of the 13F portfolio, value $3,949,822.

    13F-HR 0001907480-26-000003 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 132,985 shares
    Change vs previous 13F +9,158 shares

    1.9% of the 13F portfolio, value $3,444,312.

    13F-HR 0001907480-26-000002 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 123,827 shares
    Change vs previous 13F +14,586 shares

    2.17% of the 13F portfolio, value $3,690,045.

    13F-HR 0001907480-26-000001 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 109,241 shares
    Change vs previous 13F +15,111 shares

    2.03% of the 13F portfolio, value $3,302,355.

    13F-HR 0001907480-25-000007 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 94,130 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $3,166,533.

    13F-HR 0001907480-25-000006 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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