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Disclosery

Old Port Advisors: IBTJ position timeline

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

Old Port Advisors held 22,564 IBTJ 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 22,564 shares
    Change vs previous 13F -404 shares

    0.1% of the 13F portfolio, value $488,511.

    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 22,968 shares
    Change vs previous 13F -2,013 shares

    0.12% of the 13F portfolio, value $501,690.

    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 24,981 shares
    Change vs previous 13F -1,490 shares

    0.14% of the 13F portfolio, value $548,208.

    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 26,471 shares
    Change vs previous 13F -9,059 shares

    0.15% of the 13F portfolio, value $581,171.

    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 35,530 shares
    Change vs previous 13F -12,913 shares

    0.21% of the 13F portfolio, value $778,818.

    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 48,443 shares
    Change vs previous 13F -3,363 shares

    0.31% of the 13F portfolio, value $1,054,604.

    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 51,806 shares
    Change vs previous 13F +18,425 shares

    0.32% of the 13F portfolio, value $1,104,830.

    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 33,381 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $737,887.

    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).