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PRESILIUM PRIVATE WEALTH, LLC: IGSB position timeline

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

PRESILIUM PRIVATE WEALTH, LLC held 398,214 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 398,214 shares
    Change vs previous 13F +34,333 shares

    3.2% of the 13F portfolio, value $20,870,380.

    13F-HR 0001939831-26-000003 filed by PRESILIUM PRIVATE 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 ended2026-03-31
    13F 363,881 shares
    Change vs previous 13F +19,475 shares

    3.37% of the 13F portfolio, value $19,125,565.

    13F-HR 0001939831-26-000002 filed by PRESILIUM PRIVATE 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 ended2025-12-31
    13F 344,406 shares
    Change vs previous 13F +20,689 shares

    3.33% of the 13F portfolio, value $18,212,179.

    13F-HR 0001939831-26-000001 filed by PRESILIUM PRIVATE 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 ended2025-09-30
    13F 323,717 shares
    Change vs previous 13F +24,534 shares

    3.26% of the 13F portfolio, value $17,166,700.

    13F-HR 0001939831-25-000005 filed by PRESILIUM PRIVATE 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 ended2025-06-30
    13F 299,183 shares
    Change vs previous 13F +21,973 shares

    3.23% of the 13F portfolio, value $15,784,901.

    13F-HR 0001939831-25-000003 filed by PRESILIUM PRIVATE WEALTH, 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 277,210 shares
    Change vs previous 13F -105,709 shares

    3.25% of the 13F portfolio, value $14,517,464.

    13F-HR 0001939831-25-000002 filed by PRESILIUM PRIVATE WEALTH, 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 382,919 shares
    Change vs previous 13F +23,385 shares

    4.55% of the 13F portfolio, value $19,796,889.

    13F-HR 0001939831-25-000001 filed by PRESILIUM PRIVATE WEALTH, 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 359,534 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $18,933,040.

    13F-HR 0001939831-24-000004 filed by PRESILIUM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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