Skip to content
Disclosery

McGlone Suttner Wealth Management, Inc.: IBDT position timeline

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

McGlone Suttner Wealth Management, Inc. held 110,150 IBDT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 110,150 shares
    Change vs previous 13F +15,639 shares

    0.32% of the 13F portfolio, value $2,749,346.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 94,511 shares
    Change vs previous 13F +6,567 shares

    0.28% of the 13F portfolio, value $2,386,402.

    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).

  3. period ended2026-03-31
    13F 87,944 shares
    Change vs previous 13F +8,133 shares

    0.29% of the 13F portfolio, value $2,227,621.

    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).

  4. period ended2025-12-31
    13F 79,811 shares
    Change vs previous 13F +9,367 shares

    0.27% of the 13F portfolio, value $2,031,600.

    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).

  5. period ended2025-09-30
    13F 70,444 shares
    Change vs previous 13F +2,335 shares

    0.25% of the 13F portfolio, value $1,797,739.

    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).

  6. period ended2025-06-30
    13F 68,109 shares
    Change vs previous 13F +8,411 shares

    0.26% of the 13F portfolio, value $1,731,338.

    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).

  7. period ended2025-03-31
    13F 59,698 shares
    Change vs previous 13F +10,530 shares

    0.25% of the 13F portfolio, value $1,507,975.

    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).

  8. period ended2024-12-31
    13F 49,168 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,224,292.

    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).