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Mutual Advisors, LLC: IBHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mutual Advisors, LLC on IBHF, newest first. How the timeline and the estimate are built.

Mutual Advisors, LLC held 69,045 IBHF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,045 shares
    Change vs previous 13F -261,546 shares

    0.03% of the 13F portfolio, value $1,563,870.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 330,591 shares
    Change vs previous 13F +26,711 shares

    0.16% of the 13F portfolio, value $7,587,066.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 303,880 shares
    Change vs previous 13F +1,260 shares

    0.15% of the 13F portfolio, value $7,013,547.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 302,620 shares
    Change vs previous 13F +30,640 shares

    0.16% of the 13F portfolio, value $7,058,620.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 271,980 shares
    Change vs previous 13F +8,305 shares

    0.16% of the 13F portfolio, value $6,324,886.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 263,675 shares
    Change vs previous 13F +38,899 shares

    0.17% of the 13F portfolio, value $6,111,997.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 224,776 shares
    Change vs previous 13F +23,954 shares

    0.15% of the 13F portfolio, value $5,244,014.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 200,822 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,677,138.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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