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MOODY LYNN LIEBERSON & WALKER, LLC: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOODY LYNN LIEBERSON & WALKER, LLC on IBB, newest first. How the timeline and the estimate are built.

MOODY LYNN LIEBERSON & WALKER, LLC held 5,525 IBB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,525 shares
    Change vs previous 13F -9,901 shares

    0.06% of the 13F portfolio, value $1,050,800.

    13F-HR 0000938592-26-000006 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 15,426 shares
    Change vs previous 13F -405 shares

    0.15% of the 13F portfolio, value $2,604,680.

    13F-HR 0000938592-26-000005 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 15,831 shares
    Change vs previous 13F +10,426 shares

    0.14% of the 13F portfolio, value $2,671,798.

    13F-HR 0000938592-26-000001 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 5,405 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $780,320.

    13F-HR 0000938592-25-000007 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 5,405 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $683,787.

    13F-HR 0000938592-25-000004 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 5,405 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $691,299.

    13F-HR 0000938592-25-000002 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 5,405 shares
    Change vs previous 13F -1,600 shares

    0.04% of the 13F portfolio, value $714,595.

    13F-HR 0000938592-25-000001 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 7,005 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,019,928.

    13F-HR 0000938592-24-000006 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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