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Disclosery

NESTEGG ADVISORS, INC.: IBMO position timeline

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

NESTEGG ADVISORS, INC. held 0 IBMO shares at 2025-06-30 per its 13F-HR filed 2025-07-28.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -13,460 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 13,460 shares
    Change vs previous 13F -1,538 shares

    0.37% of the 13F portfolio, value $344,045.

    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).

  3. period ended2024-12-31
    13F 14,998 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $382,438.

    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).