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McGlone Suttner Wealth Management, Inc.: IBDS position timeline

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

McGlone Suttner Wealth Management, Inc. held 114,542 IBDS 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 114,542 shares
    Change vs previous 13F +10,176 shares

    0.33% of the 13F portfolio, value $2,774,212.

    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 104,366 shares
    Change vs previous 13F +7,442 shares

    0.34% of the 13F portfolio, value $2,529,844.

    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 96,924 shares
    Change vs previous 13F +13,794 shares

    0.32% of the 13F portfolio, value $2,353,317.

    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 83,130 shares
    Change vs previous 13F +2,283 shares

    0.28% of the 13F portfolio, value $2,023,392.

    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 80,847 shares
    Change vs previous 13F +12,522 shares

    0.3% of the 13F portfolio, value $1,962,161.

    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 68,325 shares
    Change vs previous 13F -935 shares

    0.27% of the 13F portfolio, value $1,652,102.

    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 69,260 shares
    Change vs previous 13F +24,766 shares

    0.28% of the 13F portfolio, value $1,659,465.

    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 44,494 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,084,309.

    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).