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MB, LEVIS & ASSOCIATES, LLC: IBDY position timeline

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

MB, LEVIS & ASSOCIATES, LLC held 495,495 IBDY 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 495,495 shares
    Change vs previous 13F +5,267 shares

    4.7% of the 13F portfolio, value $12,756,511.

    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 490,228 shares
    Change vs previous 13F +7,940 shares

    5.29% of the 13F portfolio, value $12,672,394.

    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 482,288 shares
    Change vs previous 13F +4,511 shares

    5.31% of the 13F portfolio, value $12,607,016.

    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 477,777 shares
    Change vs previous 13F +3,070 shares

    5.42% of the 13F portfolio, value $12,532,102.

    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 474,707 shares
    Change vs previous 13F +8,057 shares

    5.4% of the 13F portfolio, value $12,297,279.

    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 466,650 shares
    Change vs previous 13F +3,711 shares

    5.54% of the 13F portfolio, value $11,927,561.

    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 462,939 shares
    Change vs previous 13F +7,122 shares

    5.82% of the 13F portfolio, value $11,619,780.

    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 455,817 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $12,033,577.

    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).