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Laurel Wealth Advisors LLC: IBDR position timeline

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

Laurel Wealth Advisors LLC held 236,025 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,025 shares
    Change vs previous 13F -4,575 shares

    0.55% of the 13F portfolio, value $5,718,897.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth 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 240,600 shares
    Change vs previous 13F -11,902 shares

    0.58% of the 13F portfolio, value $5,822,517.

    13F-HR 0001757128-26-000002 filed by Laurel Wealth 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 252,502 shares
    Change vs previous 13F -1,120 shares

    0.81% of the 13F portfolio, value $6,118,103.

    13F-HR 0001757128-26-000001 filed by Laurel Wealth 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 253,622 shares
    Change vs previous 13F +5,590 shares

    0.86% of the 13F portfolio, value $6,162,992.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth 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/A 248,032 shares
    Change vs previous 13F +1,625 shares

    0.9% of the 13F portfolio, value $6,014,772.

    13F-HR/A 0001757128-25-000009 filed by Laurel Wealth 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 246,407 shares
    Change vs previous 13F +4,225 shares

    0.93% of the 13F portfolio, value $5,965,507.

    13F-HR 0001757128-25-000003 filed by Laurel Wealth 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 242,182 shares
    Change vs previous 13F +25,707 shares

    0.91% of the 13F portfolio, value $5,829,310.

    13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 216,475 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $5,260,320.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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