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Disclosery

MA Private Wealth: IGLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MA Private Wealth on IGLB, newest first. How the timeline and the estimate are built.

MA Private Wealth held 7,395 IGLB 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 7,395 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $370,046.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 7,395 shares
    Change vs previous 13F -376,088 shares

    0.06% of the 13F portfolio, value $367,014.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 383,483 shares
    Change vs previous 13F +21,286 shares

    3.23% of the 13F portfolio, value $19,346,717.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 362,197 shares
    Change vs previous 13F +7,792 shares

    3.14% of the 13F portfolio, value $18,667,633.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 354,405 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $17,794,675.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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