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NEVILLE RODIE & SHAW INC: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEVILLE RODIE & SHAW INC on IBB, newest first. How the timeline and the estimate are built.

NEVILLE RODIE & SHAW INC held 42,235 IBB shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,235 shares
    Change vs previous 13F +233 shares

    0.6% of the 13F portfolio, value $8,892,000.

    13F-HR 0000071210-26-000006 filed by NEVILLE RODIE & SHAW INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,002 shares
    Change vs previous 13F +113 shares

    0.52% of the 13F portfolio, value $7,988,000.

    13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 41,889 shares
    Change vs previous 13F -270 shares

    0.51% of the 13F portfolio, value $7,073,000.

    13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 42,159 shares
    Change vs previous 13F -170 shares

    0.5% of the 13F portfolio, value $7,115,000.

    13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 42,329 shares
    Change vs previous 13F -1,025 shares

    0.44% of the 13F portfolio, value $6,111,000.

    13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,354 shares
    Change vs previous 13F -2,120 shares

    0.41% of the 13F portfolio, value $5,485,000.

    13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 45,474 shares
    Change vs previous 13F -1,288 shares

    0.46% of the 13F portfolio, value $5,816,000.

    13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 46,762 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,182,000.

    13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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