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Laurel Wealth Advisors LLC: IBDV position timeline

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

Laurel Wealth Advisors LLC held 136,250 IBDV 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 136,250 shares
    Change vs previous 13F +17,550 shares

    0.29% of the 13F portfolio, value $2,970,250.

    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 118,700 shares
    Change vs previous 13F +17,800 shares

    0.26% of the 13F portfolio, value $2,594,782.

    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 100,900 shares
    Change vs previous 13F +9,950 shares

    0.29% of the 13F portfolio, value $2,226,863.

    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 90,950 shares
    Change vs previous 13F +9,700 shares

    0.28% of the 13F portfolio, value $2,014,543.

    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 81,250 shares
    Change vs previous 13F +6,800 shares

    0.27% of the 13F portfolio, value $1,785,875.

    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 74,450 shares
    Change vs previous 13F +14,900 shares

    0.25% of the 13F portfolio, value $1,617,054.

    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 59,550 shares
    Change vs previous 13F +43,950 shares

    0.2% of the 13F portfolio, value $1,271,988.

    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 15,600 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $345,852.

    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).