Mutual Advisors, LLC: IBDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mutual Advisors, LLC on IBDV, newest first. How the timeline and the estimate are built.
Mutual Advisors, LLC held 17,594 IBDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 17,594 sharesChange vs previous 13F +418 shares
0.01% of the 13F portfolio, value $383,549.
13F-HR 0001986152-26-000154 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,176 sharesChange vs previous 13F -2,534 shares
0.01% of the 13F portfolio, value $375,983.
13F-HR 0001986152-26-000054 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,710 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $435,000.
13F-HR 0001986152-26-000005 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,710 sharesChange vs previous 13F -1,280 shares
0.01% of the 13F portfolio, value $437,759.
13F-HR 0001986152-25-000100 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,990 sharesChange vs previous 13F +80 shares
0.01% of the 13F portfolio, value $459,681.
13F-HR 0001986152-25-000050 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,910 sharesChange vs previous 13F +1,990 shares
0.01% of the 13F portfolio, value $454,374.
13F-HR 0001986152-25-000037 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,920 sharesChange vs previous 13F +3,923 shares
0.01% of the 13F portfolio, value $403,942.
13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,997 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $325,435.
13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).