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Disclosery

Old Port Advisors: IBTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Old Port Advisors on IBTG, newest first. How the timeline and the estimate are built.

Old Port Advisors held 51,552 IBTG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,552 shares
    Change vs previous 13F -15,657 shares

    0.23% of the 13F portfolio, value $1,180,025.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 67,209 shares
    Change vs previous 13F -15,020 shares

    0.36% of the 13F portfolio, value $1,540,094.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 82,229 shares
    Change vs previous 13F -7,971 shares

    0.46% of the 13F portfolio, value $1,880,989.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 90,200 shares
    Change vs previous 13F -7,530 shares

    0.52% of the 13F portfolio, value $2,070,090.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 97,730 shares
    Change vs previous 13F -13,748 shares

    0.61% of the 13F portfolio, value $2,240,952.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 111,478 shares
    Change vs previous 13F -75,995 shares

    0.76% of the 13F portfolio, value $2,557,315.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 187,473 shares
    Change vs previous 13F +8,480 shares

    1.23% of the 13F portfolio, value $4,276,259.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 178,993 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $4,128,465.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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