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Paradigm, Strategies in Wealth Management, LLC: IBDV 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 IBDV, newest first. How the timeline and the estimate are built.

Paradigm, Strategies in Wealth Management, LLC held 61,323 IBDV 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 61,323 shares
    Change vs previous 13F -1,239 shares

    0.81% of the 13F portfolio, value $1,336,847.

    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 62,562 shares
    Change vs previous 13F -3,295 shares

    0.93% of the 13F portfolio, value $1,369,483.

    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 65,857 shares
    Change vs previous 13F -8,357 shares

    0.95% of the 13F portfolio, value $1,453,470.

    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 74,214 shares
    Change vs previous 13F +2,405 shares

    1.05% of the 13F portfolio, value $1,643,834.

    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 71,809 shares
    Change vs previous 13F -2,865 shares

    1.03% of the 13F portfolio, value $1,578,362.

    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 74,674 shares
    Change vs previous 13F -4,271 shares

    1.09% of the 13F portfolio, value $1,621,917.

    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 78,945 shares
    Change vs previous 13F -8,654 shares

    1.11% of the 13F portfolio, value $1,686,274.

    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 87,599 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,942,074.

    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).