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Laurel Wealth Advisors LLC: IBDW position timeline

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

Laurel Wealth Advisors LLC held 97,590 IBDW 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 97,590 shares
    Change vs previous 13F +19,800 shares

    0.2% of the 13F portfolio, value $2,033,776.

    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 77,790 shares
    Change vs previous 13F +15,285 shares

    0.16% of the 13F portfolio, value $1,626,589.

    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 62,505 shares
    Change vs previous 13F +25,955 shares

    0.17% of the 13F portfolio, value $1,321,981.

    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 36,550 shares
    Change vs previous 13F +13,150 shares

    0.11% of the 13F portfolio, value $775,591.

    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 23,400 shares
    Change vs previous 13F +12,700 shares

    0.07% of the 13F portfolio, value $492,336.

    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 10,700 shares
    Change vs previous 13F +6,800 shares

    0.03% of the 13F portfolio, value $222,025.

    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 3,900 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $79,365.

    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).