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Laurel Wealth Advisors LLC: IBDT position timeline

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

Laurel Wealth Advisors LLC held 181,149 IBDT 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 181,149 shares
    Change vs previous 13F +8,460 shares

    0.44% of the 13F portfolio, value $4,574,024.

    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 172,689 shares
    Change vs previous 13F +9,199 shares

    0.43% of the 13F portfolio, value $4,363,860.

    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 163,490 shares
    Change vs previous 13F +11,163 shares

    0.55% of the 13F portfolio, value $4,161,618.

    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 152,327 shares
    Change vs previous 13F +9,333 shares

    0.54% of the 13F portfolio, value $3,887,375.

    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 142,994 shares
    Change vs previous 13F +5,713 shares

    0.54% of the 13F portfolio, value $3,634,900.

    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 137,281 shares
    Change vs previous 13F +6,878 shares

    0.54% of the 13F portfolio, value $3,467,713.

    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 130,403 shares
    Change vs previous 13F +22,975 shares

    0.51% of the 13F portfolio, value $3,247,020.

    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 107,428 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,742,637.

    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).