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Paradigm, Strategies in Wealth Management, LLC: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paradigm, Strategies in Wealth Management, LLC on IBDT, newest first. How the timeline and the estimate are built.

Paradigm, Strategies in Wealth Management, LLC held 88,949 IBDT 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 88,949 shares
    Change vs previous 13F -12,747 shares

    1.37% of the 13F portfolio, value $2,245,964.

    13F-HR 0001172661-26-002719 filed by Paradigm, Strategies in Wealth Management, LLC
    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 101,696 shares
    Change vs previous 13F -7,929 shares

    1.75% of the 13F portfolio, value $2,575,950.

    13F-HR 0001172661-26-001615 filed by Paradigm, Strategies in Wealth Management, LLC
    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 109,625 shares
    Change vs previous 13F -12,425 shares

    1.83% of the 13F portfolio, value $2,790,505.

    13F-HR 0001172661-26-000261 filed by Paradigm, Strategies in Wealth Management, LLC
    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 122,050 shares
    Change vs previous 13F -6,774 shares

    1.99% of the 13F portfolio, value $3,114,727.

    13F-HR 0001172661-25-004379 filed by Paradigm, Strategies in Wealth Management, LLC
    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 128,824 shares
    Change vs previous 13F -3,648 shares

    2.14% of the 13F portfolio, value $3,274,717.

    13F-HR 0001172661-25-002852 filed by Paradigm, Strategies in Wealth Management, LLC
    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 132,472 shares
    Change vs previous 13F -10,494 shares

    2.26% of the 13F portfolio, value $3,346,251.

    13F-HR 0001172661-25-001600 filed by Paradigm, Strategies in Wealth Management, LLC
    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 142,966 shares
    Change vs previous 13F -18,190 shares

    2.35% of the 13F portfolio, value $3,559,863.

    13F-HR 0001172661-25-000186 filed by Paradigm, Strategies in Wealth Management, LLC
    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 161,156 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $4,114,307.

    13F-HR 0001172661-24-004344 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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