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Disclosery

LFA - Lugano Financial Advisors SA: IBDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LFA - Lugano Financial Advisors SA on IBDU, newest first. How the timeline and the estimate are built.

LFA - Lugano Financial Advisors SA held 144,509 IBDU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,509 shares
    Change vs previous 13F -7,134 shares

    2.01% of the 13F portfolio, value $3,346,828.

    13F-HR 0001737871-26-000004 filed by LFA - Lugano Financial Advisors SA
    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 151,643 shares
    Change vs previous 13F +130 shares

    1.78% of the 13F portfolio, value $3,500,315.

    13F-HR 0001737871-26-000002 filed by LFA - Lugano Financial Advisors SA
    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 151,513 shares
    Change vs previous 13F -5,530 shares

    1.83% of the 13F portfolio, value $3,546,162.

    13F-HR 0001737871-26-000001 filed by LFA - Lugano Financial Advisors SA
    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 157,043 shares
    Change vs previous 13F +742 shares

    1.94% of the 13F portfolio, value $3,671,650.

    13F-HR 0001737871-25-000006 filed by LFA - Lugano Financial Advisors SA
    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 156,301 shares
    Change vs previous 13F +12,328 shares

    2.14% of the 13F portfolio, value $3,618,056.

    13F-HR 0001737871-25-000004 filed by LFA - Lugano Financial Advisors SA
    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 143,973 shares
    Change vs previous 13F -13,626 shares

    2.26% of the 13F portfolio, value $3,330,095.

    13F-HR 0001737871-25-000002 filed by LFA - Lugano Financial Advisors SA
    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 157,599 shares
    Change vs previous 13F -3,380 shares

    2.35% of the 13F portfolio, value $3,593,257.

    13F-HR 0001737871-25-000001 filed by LFA - Lugano Financial Advisors SA
    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 160,979 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $3,784,616.

    13F-HR 0001737871-24-000005 filed by LFA - Lugano Financial Advisors SA
    Filed (acceptance time not in the bulk data set), ingested

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