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McGlone Suttner Wealth Management, Inc.: IBDX position timeline

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

McGlone Suttner Wealth Management, Inc. held 49,760 IBDX 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 49,760 shares
    Change vs previous 13F +334 shares

    0.15% of the 13F portfolio, value $1,253,449.

    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 49,426 shares
    Change vs previous 13F +2,978 shares

    0.17% of the 13F portfolio, value $1,248,994.

    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 46,448 shares
    Change vs previous 13F +396 shares

    0.16% of the 13F portfolio, value $1,185,805.

    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 46,052 shares
    Change vs previous 13F +1,052 shares

    0.17% of the 13F portfolio, value $1,179,845.

    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 45,000 shares
    Change vs previous 13F +309 shares

    0.17% of the 13F portfolio, value $1,137,838.

    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 44,691 shares
    Change vs previous 13F +552 shares

    0.18% of the 13F portfolio, value $1,116,820.

    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 44,139 shares
    Change vs previous 13F +1,876 shares

    0.18% of the 13F portfolio, value $1,084,943.

    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 42,263 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,086,588.

    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).