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Parsonex Advisory Services, Inc.: ISTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parsonex Advisory Services, Inc. on ISTB, newest first. How the timeline and the estimate are built.

Parsonex Advisory Services, Inc. held 5,799 ISTB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,799 shares
    Change vs previous 13F -178 shares

    0.24% of the 13F portfolio, value $280,174.

    13F-HR 0002107398-26-000008 filed by Parsonex Advisory Services, Inc.
    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 5,977 shares
    Change vs previous 13F -175 shares

    0.28% of the 13F portfolio, value $289,645.

    13F-HR 0002107398-26-000004 filed by Parsonex Advisory Services, Inc.
    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 6,152 shares
    Change vs previous 13F +61 shares

    0.19% of the 13F portfolio, value $299,910.

    13F-HR 0002107398-26-000001 filed by Parsonex Advisory Services, Inc.
    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 6,091 shares
    Change vs previous 13F +538 shares

    0.2% of the 13F portfolio, value $297,484.

    13F-HR 0002107398-26-000003 filed by Parsonex Advisory Services, Inc.
    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 5,553 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $270,153.

    13F-HR 0002107398-26-000002 filed by Parsonex Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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