Skip to content
Disclosery

Mittelman Wealth Management: IGSB position timeline

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

Mittelman Wealth Management held 30,463 IGSB 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 30,463 shares
    Change vs previous 13F -94,201 shares

    4.75% of the 13F portfolio, value $7,185,729.

    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 124,664 shares
    Change vs previous 13F -11,230 shares

    4.09% of the 13F portfolio, value $6,552,350.

    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 135,894 shares
    Change vs previous 13F +16,490 shares

    4.67% of the 13F portfolio, value $7,186,102.

    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 119,404 shares
    Change vs previous 13F +44,904 shares

    4.15% of the 13F portfolio, value $6,332,011.

    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 74,500 shares
    Change vs previous 13F +31,650 shares

    3.32% of the 13F portfolio, value $3,930,643.

    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 42,850 shares
    Change vs previous 13F +17,054 shares

    2.02% of the 13F portfolio, value $2,244,091.

    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 25,796 shares
    Change vs previous 13F -22,848 shares

    1.24% of the 13F portfolio, value $1,333,653.

    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 48,644 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,561,593.

    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).