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NAPLES GLOBAL ADVISORS, LLC: IBDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAPLES GLOBAL ADVISORS, LLC on IBDW, newest first. How the timeline and the estimate are built.

NAPLES GLOBAL ADVISORS, LLC held 60,290 IBDW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,290 shares
    Change vs previous 13F +1,980 shares

    0.08% of the 13F portfolio, value $1,256,444.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL 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 58,310 shares
    Change vs previous 13F +6,015 shares

    0.09% of the 13F portfolio, value $1,220,429.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL 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 52,295 shares
    Change vs previous 13F +7,825 shares

    0.08% of the 13F portfolio, value $1,106,040.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL 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 44,470 shares
    Change vs previous 13F +12,780 shares

    0.07% of the 13F portfolio, value $943,654.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL 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 31,690 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $666,758.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL 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 31,690 shares
    Change vs previous 13F +3,515 shares

    0.06% of the 13F portfolio, value $657,568.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL 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 28,175 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $573,362.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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