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Disclosery

Martin Capital Advisors, LLP: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Martin Capital Advisors, LLP on IBB, newest first. How the timeline and the estimate are built.

Martin Capital Advisors, LLP held 13,419 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 13,419 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $2,552,302.

    13F-HR 0001398344-26-012621 filed by Martin Capital Advisors, LLP
    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 13,419 shares
    Change vs previous 13F -600 shares

    1.43% of the 13F portfolio, value $2,265,925.

    13F-HR 0001398344-26-008332 filed by Martin Capital Advisors, LLP
    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 14,019 shares
    Change vs previous 13F -45 shares

    1.39% of the 13F portfolio, value $2,366,113.

    13F-HR 0001398344-26-001229 filed by Martin Capital Advisors, LLP
    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 14,064 shares
    Change vs previous 13F -75 shares

    1.23% of the 13F portfolio, value $2,030,528.

    13F-HR 0001398344-25-019173 filed by Martin Capital Advisors, LLP
    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 14,139 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $1,788,820.

    13F-HR 0001398344-25-013130 filed by Martin Capital Advisors, LLP
    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 14,139 shares
    Change vs previous 13F -300 shares

    1.29% of the 13F portfolio, value $1,808,474.

    13F-HR 0001398344-25-008329 filed by Martin Capital Advisors, LLP
    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 14,439 shares
    Change vs previous 13F +1,270 shares

    1.23% of the 13F portfolio, value $1,909,079.

    13F-HR 0001398344-25-001277 filed by Martin Capital Advisors, LLP
    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 13,169 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,917,516.

    13F-HR 0001398344-24-018777 filed by Martin Capital Advisors, LLP
    Filed (acceptance time not in the bulk data set), ingested

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