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NESTEGG ADVISORS, INC.: IBDZ position timeline

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

NESTEGG ADVISORS, INC. held 392,084 IBDZ 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 392,084 shares
    Change vs previous 13F +72,520 shares

    7.22% of the 13F portfolio, value $10,213,795.

    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 319,564 shares
    Change vs previous 13F +133,963 shares

    7.31% of the 13F portfolio, value $8,327,839.

    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 185,601 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $4,894,296.

    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).