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McGlone Suttner Wealth Management, Inc.: IBDW position timeline

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

McGlone Suttner Wealth Management, Inc. held 78,607 IBDW 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 78,607 shares
    Change vs previous 13F +5,338 shares

    0.19% of the 13F portfolio, value $1,638,180.

    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 73,269 shares
    Change vs previous 13F +4,239 shares

    0.2% of the 13F portfolio, value $1,533,525.

    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 69,030 shares
    Change vs previous 13F +5,416 shares

    0.2% of the 13F portfolio, value $1,459,985.

    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 63,614 shares
    Change vs previous 13F +422 shares

    0.19% of the 13F portfolio, value $1,349,892.

    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 63,192 shares
    Change vs previous 13F +1,302 shares

    0.2% of the 13F portfolio, value $1,329,570.

    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 61,890 shares
    Change vs previous 13F +765 shares

    0.21% of the 13F portfolio, value $1,284,217.

    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 61,125 shares
    Change vs previous 13F +3,078 shares

    0.21% of the 13F portfolio, value $1,243,885.

    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 58,047 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,231,751.

    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).