Koss-Olinger Consulting, LLC: IBTG position timeline

Koss-Olinger Consulting, LLC held 29,894 IBTG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 29,894 shares

   Change vs previous 13F +179 shares

   0.05% of the 13F portfolio, value $684,267.

   13F-HR 0001861163-26-000011 filed by Koss-Olinger Consulting, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 29,715 shares

   Change vs previous 13F +59 shares

   0.06% of the 13F portfolio, value $680,919.

   13F-HR 0001861163-26-000006 filed by Koss-Olinger Consulting, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 29,656 shares

   Change vs previous 13F +5,274 shares

   0.05% of the 13F portfolio, value $678,000.

   13F-HR 0001861163-26-000004 filed by Koss-Olinger Consulting, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 24,382 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $559,000.

   13F-HR 0001861163-25-000012 filed by Koss-Olinger Consulting, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 24,382 shares

   Change vs previous 13F +335 shares

   0.05% of the 13F portfolio, value $559,079.

   13F-HR 0001861163-25-000007 filed by Koss-Olinger Consulting, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 24,047 shares

   Change vs previous 13F +581 shares

   0.05% of the 13F portfolio, value $552,000.

   13F-HR 0001861163-25-000005 filed by Koss-Olinger Consulting, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 23,466 shares

   Change vs previous 13F +410 shares

   0.05% of the 13F portfolio, value $535,000.

   13F-HR 0001861163-25-000003 filed by Koss-Olinger Consulting, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 23,056 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $532,000.

   13F-HR 0001754960-24-000514 filed by Koss-Olinger Consulting, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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