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MB, LEVIS & ASSOCIATES, LLC: IBDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MB, LEVIS & ASSOCIATES, LLC on IBDW, newest first. How the timeline and the estimate are built.

MB, LEVIS & ASSOCIATES, LLC held 18 IBDW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18 shares
    Change vs previous 13F -657,345 shares

    <0.01% of the 13F portfolio, value $375.

    13F-HR 0002065807-26-000004 filed by MB, LEVIS & ASSOCIATES, 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 657,363 shares
    Change vs previous 13F +6,869 shares

    5.74% of the 13F portfolio, value $13,758,611.

    13F-HR 0002065807-26-000002 filed by MB, LEVIS & ASSOCIATES, 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 650,494 shares
    Change vs previous 13F +10,086 shares

    5.79% of the 13F portfolio, value $13,757,939.

    13F-HR 0002065807-26-000001 filed by MB, LEVIS & ASSOCIATES, 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 640,408 shares
    Change vs previous 13F +1,681 shares

    5.88% of the 13F portfolio, value $13,589,456.

    13F-HR 0002065807-25-000017 filed by MB, LEVIS & ASSOCIATES, 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 638,727 shares
    Change vs previous 13F +10,028 shares

    5.9% of the 13F portfolio, value $13,438,808.

    13F-HR 0002065807-25-000014 filed by MB, LEVIS & ASSOCIATES, 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 628,699 shares
    Change vs previous 13F +3,518 shares

    6.06% of the 13F portfolio, value $13,045,500.

    13F-HR 0002065807-25-000012 filed by MB, LEVIS & ASSOCIATES, 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 625,181 shares
    Change vs previous 13F +9,580 shares

    6.37% of the 13F portfolio, value $12,722,431.

    13F-HR 0002065807-25-000011 filed by MB, LEVIS & ASSOCIATES, LLC
    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 615,601 shares
    Change vs previous 13F not available

    6.44% of the 13F portfolio, value $13,063,059.

    13F-HR 0002065807-25-000010 filed by MB, LEVIS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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