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Mittelman Wealth Management: IGIB position timeline

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

Mittelman Wealth Management held 39,056 IGIB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,056 shares
    Change vs previous 13F -174,800 shares

    7.02% of the 13F portfolio, value $10,611,282.

    13F-HR 0002021464-26-000004 filed by Mittelman Wealth Management
    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 213,856 shares
    Change vs previous 13F +17,623 shares

    7.1% of the 13F portfolio, value $11,381,433.

    13F-HR 0002021464-26-000002 filed by Mittelman Wealth Management
    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 196,233 shares
    Change vs previous 13F +3,210 shares

    6.87% of the 13F portfolio, value $10,573,071.

    13F-HR 0002021464-26-000001 filed by Mittelman Wealth Management
    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 193,023 shares
    Change vs previous 13F +23,801 shares

    6.84% of the 13F portfolio, value $10,440,638.

    13F-HR 0002021464-25-000006 filed by Mittelman Wealth Management
    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 169,222 shares
    Change vs previous 13F +34,627 shares

    7.61% of the 13F portfolio, value $9,017,866.

    13F-HR 0002021464-25-000004 filed by Mittelman Wealth Management
    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 134,595 shares
    Change vs previous 13F +2,250 shares

    6.38% of the 13F portfolio, value $7,068,954.

    13F-HR 0002021464-25-000003 filed by Mittelman Wealth Management
    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 132,345 shares
    Change vs previous 13F -63,626 shares

    6.34% of the 13F portfolio, value $6,817,090.

    13F-HR 0002021464-25-000001 filed by Mittelman Wealth Management
    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 195,971 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $10,527,562.

    13F-HR 0002021464-24-000007 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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