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Disclosery

REBALANCE, LLC: IBDR position timeline

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

REBALANCE, LLC held 711,980 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 711,980 shares
    Change vs previous 13F -48,405 shares

    0.9% of the 13F portfolio, value $17,251,285.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 760,385 shares
    Change vs previous 13F -12,352 shares

    1.07% of the 13F portfolio, value $18,431,742.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 772,737 shares
    Change vs previous 13F +70,108 shares

    1.09% of the 13F portfolio, value $18,723,414.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 702,629 shares
    Change vs previous 13F +248,724 shares

    1.03% of the 13F portfolio, value $17,073,875.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 453,905 shares
    Change vs previous 13F +7,197 shares

    0.75% of the 13F portfolio, value $11,007,188.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 446,708 shares
    Change vs previous 13F +120,386 shares

    0.8% of the 13F portfolio, value $10,814,791.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 326,322 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $7,854,571.

    13F-HR 0001811052-25-000002 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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