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MB, LEVIS & ASSOCIATES, LLC: IBDZ position timeline

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

MB, LEVIS & ASSOCIATES, LLC held 515,551 IBDZ 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 515,551 shares
    Change vs previous 13F +4,902 shares

    4.95% of the 13F portfolio, value $13,430,091.

    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 510,649 shares
    Change vs previous 13F +6,463 shares

    5.55% of the 13F portfolio, value $13,307,505.

    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 504,186 shares
    Change vs previous 13F +6,094 shares

    5.6% of the 13F portfolio, value $13,295,384.

    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 498,092 shares
    Change vs previous 13F +1,543 shares

    5.71% of the 13F portfolio, value $13,184,506.

    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 496,549 shares
    Change vs previous 13F +8,145 shares

    5.7% of the 13F portfolio, value $12,974,818.

    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 488,404 shares
    Change vs previous 13F +2,146 shares

    5.85% of the 13F portfolio, value $12,593,685.

    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 486,258 shares
    Change vs previous 13F +4,485 shares

    6.2% of the 13F portfolio, value $12,375,276.

    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 481,773 shares
    Change vs previous 13F not available

    6.35% of the 13F portfolio, value $12,868,168.

    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).