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Disclosery

Peninsula Wealth, LLC: IGSB position timeline

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

Peninsula Wealth, LLC held 10,976 IGSB shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 10,976 shares
    Change vs previous 13F -12,004 shares

    0.1% of the 13F portfolio, value $567,462.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 22,980 shares
    Change vs previous 13F +2,464 shares

    0.21% of the 13F portfolio, value $1,202,307.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 20,516 shares
    Change vs previous 13F -667 shares

    0.2% of the 13F portfolio, value $1,058,826.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 21,183 shares
    Change vs previous 13F -4,166 shares

    0.22% of the 13F portfolio, value $1,086,283.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 25,349 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,299,779.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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