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Disclosery

REBALANCE, LLC: IBDS position timeline

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

REBALANCE, LLC held 714,290 IBDS 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 714,290 shares
    Change vs previous 13F -45,132 shares

    0.91% of the 13F portfolio, value $17,300,103.

    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 759,422 shares
    Change vs previous 13F -12,933 shares

    1.07% of the 13F portfolio, value $18,408,390.

    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 772,355 shares
    Change vs previous 13F +71,100 shares

    1.1% of the 13F portfolio, value $18,752,789.

    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 701,255 shares
    Change vs previous 13F +248,527 shares

    1.03% of the 13F portfolio, value $17,068,535.

    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 452,728 shares
    Change vs previous 13F +6,227 shares

    0.75% of the 13F portfolio, value $10,987,718.

    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 446,501 shares
    Change vs previous 13F +87,992 shares

    0.79% of the 13F portfolio, value $10,796,389.

    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 358,509 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $8,589,876.

    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).