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Mittelman Wealth Management: IGLB position timeline

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

Mittelman Wealth Management held 32,844 IGLB 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 32,844 shares
    Change vs previous 13F -147,955 shares

    5.18% of the 13F portfolio, value $7,832,602.

    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 180,799 shares
    Change vs previous 13F +33,156 shares

    5.59% of the 13F portfolio, value $8,973,065.

    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 147,643 shares
    Change vs previous 13F +5,382 shares

    4.84% of the 13F portfolio, value $7,448,630.

    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 142,261 shares
    Change vs previous 13F +339 shares

    4.8% of the 13F portfolio, value $7,332,165.

    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 141,922 shares
    Change vs previous 13F -9,362 shares

    6.01% of the 13F portfolio, value $7,125,925.

    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 151,284 shares
    Change vs previous 13F -4,239 shares

    6.86% of the 13F portfolio, value $7,599,044.

    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 155,523 shares
    Change vs previous 13F -206,166 shares

    7.15% of the 13F portfolio, value $7,682,836.

    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 361,689 shares
    Change vs previous 13F not available

    11.01% of the 13F portfolio, value $19,382,913.

    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).