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McGlone Suttner Wealth Management, Inc.: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGlone Suttner Wealth Management, Inc. on IBDR, newest first. How the timeline and the estimate are built.

McGlone Suttner Wealth Management, Inc. held 166,761 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,761 shares
    Change vs previous 13F -1,817 shares

    0.47% of the 13F portfolio, value $4,040,627.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    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 168,578 shares
    Change vs previous 13F +6,700 shares

    0.54% of the 13F portfolio, value $4,086,326.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    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 161,878 shares
    Change vs previous 13F +31,937 shares

    0.53% of the 13F portfolio, value $3,922,312.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    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 129,941 shares
    Change vs previous 13F +2,746 shares

    0.44% of the 13F portfolio, value $3,157,572.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    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 127,195 shares
    Change vs previous 13F +14,008 shares

    0.47% of the 13F portfolio, value $3,084,475.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    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 113,187 shares
    Change vs previous 13F +3,366 shares

    0.45% of the 13F portfolio, value $2,740,267.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    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 109,821 shares
    Change vs previous 13F +35,665 shares

    0.44% of the 13F portfolio, value $2,643,391.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    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 74,156 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,801,998.

    13F-HR 0001964819-24-000004 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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