Koss-Olinger Consulting, LLC: ISTB position timeline

Koss-Olinger Consulting, LLC held 87,575 ISTB 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 87,575 shares

   Change vs previous 13F -219,422 shares

   0.33% of the 13F portfolio, value $4,225,503.

   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 306,997 shares

   Change vs previous 13F -261,966 shares

   1.25% of the 13F portfolio, value $14,877,083.

   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 568,963 shares

   Change vs previous 13F +102,794 shares

   2.15% of the 13F portfolio, value $27,737,000.

   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 466,169 shares

   Change vs previous 13F -1,910 shares

   1.87% of the 13F portfolio, value $22,679,000.

   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 468,079 shares

   Change vs previous 13F -24,267 shares

   1.87% of the 13F portfolio, value $22,772,045.

   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 492,346 shares

   Change vs previous 13F +6,242 shares

   2.01% of the 13F portfolio, value $23,805,000.

   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 486,104 shares

   Change vs previous 13F +16,696 shares

   2.04% of the 13F portfolio, value $23,221,000.

   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 469,408 shares

   Change vs previous 13F not available

   1.98% of the 13F portfolio, value $22,851,000.

   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).