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Per Stirling Capital Management, LLC.: ISTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Per Stirling Capital Management, LLC. on ISTB, newest first. How the timeline and the estimate are built.

Per Stirling Capital Management, LLC. held 31,096 ISTB 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 31,096 shares
    Change vs previous 13F +1,198 shares

    0.14% of the 13F portfolio, value $1,500,377.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital 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 29,898 shares
    Change vs previous 13F +1,000 shares

    0.16% of the 13F portfolio, value $1,448,852.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital 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 28,898 shares
    Change vs previous 13F +5,400 shares

    0.16% of the 13F portfolio, value $1,408,773.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital 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 23,498 shares
    Change vs previous 13F -160 shares

    0.14% of the 13F portfolio, value $1,147,637.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital 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 23,658 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,150,957.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital 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 23,658 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,143,859.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital 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 23,658 shares
    Change vs previous 13F -1,000 shares

    0.16% of the 13F portfolio, value $1,130,138.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital 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 24,658 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,200,347.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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