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Laurel Wealth Advisors LLC: IBDU position timeline

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

Laurel Wealth Advisors LLC held 158,165 IBDU 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 158,165 shares
    Change vs previous 13F +13,550 shares

    0.35% of the 13F portfolio, value $3,663,102.

    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 144,615 shares
    Change vs previous 13F +11,365 shares

    0.33% of the 13F portfolio, value $3,355,068.

    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 133,250 shares
    Change vs previous 13F +17,450 shares

    0.41% of the 13F portfolio, value $3,118,717.

    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 115,800 shares
    Change vs previous 13F +9,300 shares

    0.38% of the 13F portfolio, value $2,717,826.

    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 106,500 shares
    Change vs previous 13F +4,300 shares

    0.37% of the 13F portfolio, value $2,484,645.

    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 102,200 shares
    Change vs previous 13F +9,750 shares

    0.37% of the 13F portfolio, value $2,363,886.

    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 92,450 shares
    Change vs previous 13F +23,150 shares

    0.33% of the 13F portfolio, value $2,107,860.

    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 69,300 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,629,243.

    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).