Skip to content
Disclosery

Parkway Wealth Management Group, LLC: IBDX position timeline

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

Parkway Wealth Management Group, LLC held 402,635 IBDX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402,635 shares
    Change vs previous 13F +4,784 shares

    1.17% of the 13F portfolio, value $10,142,385.

    13F-HR 0001172661-26-002798 filed by Parkway Wealth Management Group, 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 397,851 shares
    Change vs previous 13F +34,761 shares

    1.28% of the 13F portfolio, value $10,085,521.

    13F-HR 0001172661-26-001513 filed by Parkway Wealth Management Group, 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 363,090 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $9,269,689.

    13F-HR 0001172661-26-000561 filed by Parkway Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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