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Disclosery

Old Port Advisors: IBTH position timeline

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

Old Port Advisors held 147,267 IBTH 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 147,267 shares
    Change vs previous 13F -71,831 shares

    0.65% of the 13F portfolio, value $3,294,366.

    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 219,098 shares
    Change vs previous 13F -108,811 shares

    1.13% of the 13F portfolio, value $4,914,358.

    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 327,909 shares
    Change vs previous 13F +7,185 shares

    1.82% of the 13F portfolio, value $7,368,119.

    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 320,724 shares
    Change vs previous 13F +14,566 shares

    1.82% of the 13F portfolio, value $7,222,705.

    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 306,158 shares
    Change vs previous 13F +12,126 shares

    1.88% of the 13F portfolio, value $6,885,487.

    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 294,032 shares
    Change vs previous 13F +11,305 shares

    1.96% of the 13F portfolio, value $6,592,205.

    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 282,727 shares
    Change vs previous 13F +19,765 shares

    1.8% of the 13F portfolio, value $6,275,607.

    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 262,962 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $5,952,146.

    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).