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PLANWISER FINANCIAL, LLC: IGIB position timeline

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

PLANWISER FINANCIAL, LLC held 106,302 IGIB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,302 shares
    Change vs previous 13F +6,156 shares

    3.93% of the 13F portfolio, value $5,652,077.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 100,146 shares
    Change vs previous 13F +77,766 shares

    3.89% of the 13F portfolio, value $5,366,798.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 22,380 shares
    Change vs previous 13F -70,802 shares

    0.9% of the 13F portfolio, value $1,207,166.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 93,182 shares
    Change vs previous 13F +32,270 shares

    3.98% of the 13F portfolio, value $5,009,469.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 60,912 shares
    Change vs previous 13F +39,667 shares

    2.76% of the 13F portfolio, value $3,230,769.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 21,245 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,108,374.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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