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Disclosery

Newman Dignan & Sheerar, Inc.: IBMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Newman Dignan & Sheerar, Inc. on IBMO, newest first. How the timeline and the estimate are built.

Newman Dignan & Sheerar, Inc. held 11,544 IBMO 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 11,544 shares
    Change vs previous 13F -11,967 shares

    0.06% of the 13F portfolio, value $295,989.

    13F-HR 0001566493-26-000003 filed by Newman Dignan & Sheerar, 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 23,511 shares
    Change vs previous 13F -22,128 shares

    0.13% of the 13F portfolio, value $602,587.

    13F-HR 0001566493-26-000002 filed by Newman Dignan & Sheerar, 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 45,639 shares
    Change vs previous 13F -50,420 shares

    0.24% of the 13F portfolio, value $1,170,053.

    13F-HR 0001566493-26-000001 filed by Newman Dignan & Sheerar, 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 96,059 shares
    Change vs previous 13F -9,884 shares

    0.53% of the 13F portfolio, value $2,464,870.

    13F-HR 0001566493-25-000010 filed by Newman Dignan & Sheerar, 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 105,943 shares
    Change vs previous 13F +105,943 shares

    0.62% of the 13F portfolio, value $2,714,579.

    13F-HR 0001566493-25-000004 filed by Newman Dignan & Sheerar, 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/A 0 shares
    Change vs previous 13F -118,734 shares

    13F-HR/A 0001566493-25-000003 filed by Newman Dignan & Sheerar, 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.

  7. period ended2024-12-31
    13F 118,734 shares
    Change vs previous 13F +15 shares

    0.77% of the 13F portfolio, value $3,022,957.

    13F-HR 0001566493-25-000001 filed by Newman Dignan & Sheerar, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 118,719 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,035,649.

    13F-HR 0001566493-24-000007 filed by Newman Dignan & Sheerar, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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