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Disclosery

NESTEGG ADVISORS, INC.: IBDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NESTEGG ADVISORS, INC. on IBDV, newest first. How the timeline and the estimate are built.

NESTEGG ADVISORS, INC. held 38,099 IBDV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,099 shares
    Change vs previous 13F -30,328 shares

    0.59% of the 13F portfolio, value $830,555.

    13F-HR 0001951757-26-001004 filed by NESTEGG ADVISORS, INC.
    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 68,427 shares
    Change vs previous 13F -142,546 shares

    1.32% of the 13F portfolio, value $1,497,866.

    13F-HR 0001951757-26-000536 filed by NESTEGG ADVISORS, INC.
    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 210,973 shares
    Change vs previous 13F -185,951 shares

    3.98% of the 13F portfolio, value $4,656,184.

    13F-HR 0001951757-26-000255 filed by NESTEGG ADVISORS, INC.
    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 396,924 shares
    Change vs previous 13F -19,505 shares

    7.81% of the 13F portfolio, value $8,791,860.

    13F-HR 0001951757-25-001190 filed by NESTEGG ADVISORS, INC.
    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 416,429 shares
    Change vs previous 13F +42,405 shares

    8.81% of the 13F portfolio, value $9,153,109.

    13F-HR 0001951757-25-000978 filed by NESTEGG ADVISORS, INC.
    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 374,024 shares
    Change vs previous 13F +83,819 shares

    8.63% of the 13F portfolio, value $8,123,802.

    13F-HR 0001951757-25-000559 filed by NESTEGG ADVISORS, INC.
    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 290,205 shares
    Change vs previous 13F not available

    6.31% of the 13F portfolio, value $6,233,593.

    13F-HR 0001951757-25-000284 filed by NESTEGG ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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