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LITTLEJOHN FINANCIAL SERVICES, INC.: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LITTLEJOHN FINANCIAL SERVICES, INC. on IBB, newest first. How the timeline and the estimate are built.

LITTLEJOHN FINANCIAL SERVICES, INC. held 16,740 IBB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,740 shares
    Change vs previous 13F -380 shares

    2.31% of the 13F portfolio, value $3,183,801.

    13F-HR 0001951757-26-001043 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    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 17,120 shares
    Change vs previous 13F -1,207 shares

    2.17% of the 13F portfolio, value $2,890,646.

    13F-HR 0001951757-26-000709 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    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 18,327 shares
    Change vs previous 13F -438 shares

    2.28% of the 13F portfolio, value $3,093,018.

    13F-HR 0001951757-26-000361 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    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 18,765 shares
    Change vs previous 13F +7,202 shares

    1.98% of the 13F portfolio, value $2,709,115.

    13F-HR 0001951757-25-001206 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    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 11,563 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,462,835.

    13F-HR 0001951757-25-000864 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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