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Disclosery

Portfolio Strategies, Inc.: IGM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Strategies, Inc. on IGM, newest first. How the timeline and the estimate are built.

Portfolio Strategies, Inc. held 341,472 IGM 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 341,472 shares
    Change vs previous 13F -3,693 shares

    5.48% of the 13F portfolio, value $55,857,689.

    13F-HR 0001765380-26-000323 filed by Portfolio Strategies, 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 345,165 shares
    Change vs previous 13F -6,034 shares

    5.04% of the 13F portfolio, value $40,907,839.

    13F-HR 0001765380-26-000150 filed by Portfolio Strategies, 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 351,199 shares
    Change vs previous 13F +4,486 shares

    5.25% of the 13F portfolio, value $45,359,886.

    13F-HR 0001765380-26-000041 filed by Portfolio Strategies, 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 346,713 shares
    Change vs previous 13F +34,890 shares

    5.08% of the 13F portfolio, value $43,664,678.

    13F-HR 0001765380-25-000433 filed by Portfolio Strategies, 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 311,823 shares
    Change vs previous 13F +5,181 shares

    4.56% of the 13F portfolio, value $35,017,383.

    13F-HR 0001765380-25-000252 filed by Portfolio Strategies, Inc.
    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 306,642 shares
    Change vs previous 13F +7,359 shares

    4.31% of the 13F portfolio, value $27,802,876.

    13F-HR 0001765380-25-000148 filed by Portfolio Strategies, Inc.
    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 299,283 shares
    Change vs previous 13F -5,418 shares

    4.34% of the 13F portfolio, value $30,553,792.

    13F-HR 0001765380-25-000017 filed by Portfolio Strategies, Inc.
    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 304,701 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $29,227,376.

    13F-HR 0001765380-24-000401 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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