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Disclosery

Lighthouse Financial LLC: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lighthouse Financial LLC on IBB, newest first. How the timeline and the estimate are built.

Lighthouse Financial LLC held 9,470 IBB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,470 shares
    Change vs previous 13F +1,610 shares

    0.93% of the 13F portfolio, value $1,801,099.

    13F-HR 0002057556-26-000003 filed by Lighthouse Financial 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 7,860 shares
    Change vs previous 13F +4,850 shares

    0.8% of the 13F portfolio, value $1,327,161.

    13F-HR 0002057556-26-000002 filed by Lighthouse Financial 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 3,010 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $507,998.

    13F-HR 0002057556-26-000001 filed by Lighthouse Financial 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 3,010 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $434,554.

    13F-HR 0002057556-25-000004 filed by Lighthouse Financial 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 3,010 shares
    Change vs previous 13F -200 shares

    0.29% of the 13F portfolio, value $380,795.

    13F-HR 0002052321-25-000005 filed by Lighthouse Financial 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 3,210 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $410,559.

    13F-HR 0002057556-25-000002 filed by Lighthouse Financial 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 3,210 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $424,394.

    13F-HR 0002057556-25-000001 filed by Lighthouse Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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