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Disclosery

&PARTNERS: IBMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on IBMO, newest first. How the timeline and the estimate are built.

&PARTNERS held 14,397 IBMO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,397 shares
    Change vs previous 13F -448 shares

    <0.01% of the 13F portfolio, value $369,148.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 14,845 shares
    Change vs previous 13F -1,799 shares

    <0.01% of the 13F portfolio, value $380,471.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 16,644 shares
    Change vs previous 13F +801 shares

    <0.01% of the 13F portfolio, value $422,721.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 15,843 shares
    Change vs previous 13F +713 shares

    <0.01% of the 13F portfolio, value $406,535.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 15,130 shares
    Change vs previous 13F -5,293 shares

    <0.01% of the 13F portfolio, value $387,679.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 20,423 shares
    Change vs previous 13F -11,625 shares

    0.01% of the 13F portfolio, value $494,046.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 32,048 shares
    Change vs previous 13F +1,713 shares

    0.01% of the 13F portfolio, value $813,161.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 30,335 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $778,244.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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