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Pacific Excel Wealth Advisors, Inc.: IBMP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Excel Wealth Advisors, Inc. on IBMP, newest first. How the timeline and the estimate are built.

Pacific Excel Wealth Advisors, Inc. held 11,136 IBMP shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,136 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $283,077.

    13F-HR 0002110884-26-000004 filed by Pacific Excel Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).