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LFA - Lugano Financial Advisors SA: IBDV position timeline

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

LFA - Lugano Financial Advisors SA held 96,993 IBDV 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 96,993 shares
    Change vs previous 13F +2,500 shares

    1.27% of the 13F portfolio, value $2,114,447.

    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 94,493 shares
    Change vs previous 13F +6,731 shares

    1.04% of the 13F portfolio, value $2,052,860.

    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 87,762 shares
    Change vs previous 13F +12,539 shares

    1% of the 13F portfolio, value $1,936,907.

    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 75,223 shares
    Change vs previous 13F +13,650 shares

    0.88% of the 13F portfolio, value $1,659,946.

    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 61,573 shares
    Change vs previous 13F +4,800 shares

    0.8% of the 13F portfolio, value $1,342,932.

    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 56,773 shares
    Change vs previous 13F +36,240 shares

    0.84% of the 13F portfolio, value $1,233,110.

    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 20,533 shares
    Change vs previous 13F -12,967 shares

    0.29% of the 13F portfolio, value $438,585.

    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 33,500 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $742,695.

    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).