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McGlone Suttner Wealth Management, Inc.: IBDV position timeline

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

McGlone Suttner Wealth Management, Inc. held 58,857 IBDV 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 58,857 shares
    Change vs previous 13F +5,515 shares

    0.14% of the 13F portfolio, value $1,244,232.

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

  2. period ended2026-06-30
    13F 53,342 shares
    Change vs previous 13F +7,981 shares

    0.14% of the 13F portfolio, value $1,162,866.

    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 45,361 shares
    Change vs previous 13F +6,908 shares

    0.13% of the 13F portfolio, value $992,950.

    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 38,453 shares
    Change vs previous 13F +8,199 shares

    0.11% of the 13F portfolio, value $848,664.

    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 30,254 shares
    Change vs previous 13F +2,056 shares

    0.09% of the 13F portfolio, value $670,130.

    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 28,198 shares
    Change vs previous 13F +1,527 shares

    0.09% of the 13F portfolio, value $619,796.

    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 26,671 shares
    Change vs previous 13F +1,840 shares

    0.1% of the 13F portfolio, value $579,285.

    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 24,831 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $530,398.

    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).