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MB, LEVIS & ASSOCIATES, LLC: IBDX position timeline

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

MB, LEVIS & ASSOCIATES, LLC held 527,546 IBDX 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 527,546 shares
    Change vs previous 13F +6,322 shares

    4.9% of the 13F portfolio, value $13,288,879.

    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 521,224 shares
    Change vs previous 13F +8,232 shares

    5.5% of the 13F portfolio, value $13,171,341.

    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 512,992 shares
    Change vs previous 13F +7,074 shares

    5.51% of the 13F portfolio, value $13,096,685.

    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 505,918 shares
    Change vs previous 13F +2,883 shares

    5.61% of the 13F portfolio, value $12,961,616.

    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 503,035 shares
    Change vs previous 13F +11,889 shares

    5.59% of the 13F portfolio, value $12,719,228.

    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 491,146 shares
    Change vs previous 13F +6,182 shares

    5.7% of the 13F portfolio, value $12,273,738.

    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 484,964 shares
    Change vs previous 13F +9,422 shares

    5.97% of the 13F portfolio, value $11,920,417.

    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 475,542 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $12,226,197.

    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).