MinichMacGregor Wealth Management, LLC: IBDT position timeline

MinichMacGregor Wealth Management, LLC held 252,775 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 252,775 shares

   Change vs previous 13F +6,382 shares

   0.97% of the 13F portfolio, value $6,382,588.

   13F-HR 0001172661-26-002643 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 246,393 shares

   Change vs previous 13F +8,975 shares

   1.1% of the 13F portfolio, value $6,241,140.

   13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 237,418 shares

   Change vs previous 13F +6,459 shares

   1.1% of the 13F portfolio, value $6,043,499.

   13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 230,959 shares

   Change vs previous 13F -3,980 shares

   1.15% of the 13F portfolio, value $5,894,074.

   13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 234,939 shares

   Change vs previous 13F -2,542 shares

   1.28% of the 13F portfolio, value $5,972,149.

   13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 237,481 shares

   Change vs previous 13F +17,233 shares

   1.34% of the 13F portfolio, value $5,998,770.

   13F-HR 0001172661-25-001533 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 220,248 shares

   Change vs previous 13F +6,167 shares

   1.14% of the 13F portfolio, value $5,484,175.

   13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 214,081 shares

   Change vs previous 13F not available

   1.17% of the 13F portfolio, value $5,465,488.

   13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).