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NESTEGG ADVISORS, INC.: IBMS position timeline

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

NESTEGG ADVISORS, INC. held 30,109 IBMS 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 30,109 shares
    Change vs previous 13F -29,653 shares

    0.55% of the 13F portfolio, value $778,917.

    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 59,762 shares
    Change vs previous 13F -19,445 shares

    1.36% of the 13F portfolio, value $1,543,653.

    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 79,207 shares
    Change vs previous 13F -37,724 shares

    1.76% of the 13F portfolio, value $2,064,131.

    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 116,931 shares
    Change vs previous 13F -4,297 shares

    2.71% of the 13F portfolio, value $3,049,560.

    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 121,228 shares
    Change vs previous 13F +21,757 shares

    3% of the 13F portfolio, value $3,110,710.

    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 99,471 shares
    Change vs previous 13F +24,932 shares

    2.69% of the 13F portfolio, value $2,526,563.

    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 74,539 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $1,904,471.

    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).