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Mutual Advisors, LLC: IBHG position timeline

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

Mutual Advisors, LLC held 9,983 IBHG 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 9,983 shares
    Change vs previous 13F +834 shares

    <0.01% of the 13F portfolio, value $220,417.

    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 9,149 shares
    Change vs previous 13F -316,574 shares

    <0.01% of the 13F portfolio, value $202,460.

    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 325,723 shares
    Change vs previous 13F -9,541 shares

    0.16% of the 13F portfolio, value $7,270,141.

    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 335,264 shares
    Change vs previous 13F +35,830 shares

    0.17% of the 13F portfolio, value $7,533,379.

    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 299,434 shares
    Change vs previous 13F +5,073 shares

    0.17% of the 13F portfolio, value $6,732,767.

    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 294,361 shares
    Change vs previous 13F +29,413 shares

    0.19% of the 13F portfolio, value $6,561,316.

    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 264,948 shares
    Change vs previous 13F +255,404 shares

    0.17% of the 13F portfolio, value $5,945,433.

    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 9,544 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $214,120.

    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).