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Disclosery

McGlone Suttner Wealth Management, Inc.: IBDZ position timeline

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

McGlone Suttner Wealth Management, Inc. held 20,094 IBDZ 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 20,094 shares
    Change vs previous 13F +228 shares

    0.06% of the 13F portfolio, value $494,905.

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

  2. period ended2026-06-30
    13F 19,866 shares
    Change vs previous 13F +215 shares

    0.06% of the 13F portfolio, value $517,509.

    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 19,651 shares
    Change vs previous 13F +2,514 shares

    0.07% of the 13F portfolio, value $512,113.

    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 17,137 shares
    Change vs previous 13F +252 shares

    0.06% of the 13F portfolio, value $451,904.

    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 16,885 shares
    Change vs previous 13F +191 shares

    0.06% of the 13F portfolio, value $446,935.

    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 16,694 shares
    Change vs previous 13F -1,360 shares

    0.07% of the 13F portfolio, value $436,216.

    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 18,054 shares
    Change vs previous 13F +1,726 shares

    0.08% of the 13F portfolio, value $465,519.

    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 16,328 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $415,545.

    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).