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McGlone Suttner Wealth Management, Inc.: IBDY position timeline

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

McGlone Suttner Wealth Management, Inc. held 90,470 IBDY 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 90,470 shares
    Change vs previous 13F +1,052 shares

    0.27% of the 13F portfolio, value $2,329,145.

    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 89,418 shares
    Change vs previous 13F +2,507 shares

    0.31% of the 13F portfolio, value $2,311,445.

    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 86,911 shares
    Change vs previous 13F +1,343 shares

    0.31% of the 13F portfolio, value $2,271,864.

    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 85,568 shares
    Change vs previous 13F +1,696 shares

    0.31% of the 13F portfolio, value $2,244,442.

    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 83,872 shares
    Change vs previous 13F +780 shares

    0.33% of the 13F portfolio, value $2,172,699.

    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 83,092 shares
    Change vs previous 13F +925 shares

    0.35% of the 13F portfolio, value $2,123,844.

    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 82,167 shares
    Change vs previous 13F +2,016 shares

    0.34% of the 13F portfolio, value $2,062,392.

    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 80,151 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,115,979.

    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).