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Disclosery

REBALANCE, LLC: IBDT position timeline

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

REBALANCE, LLC held 682,885 IBDT 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 682,885 shares
    Change vs previous 13F -40,396 shares

    0.9% of the 13F portfolio, value $17,242,851.

    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 723,281 shares
    Change vs previous 13F -10,788 shares

    1.06% of the 13F portfolio, value $18,320,715.

    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 734,069 shares
    Change vs previous 13F +340,113 shares

    1.09% of the 13F portfolio, value $18,685,714.

    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 393,956 shares
    Change vs previous 13F +224,974 shares

    0.61% of the 13F portfolio, value $10,053,757.

    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 168,982 shares
    Change vs previous 13F +1,579 shares

    0.29% of the 13F portfolio, value $4,295,519.

    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 167,403 shares
    Change vs previous 13F +28,115 shares

    0.31% of the 13F portfolio, value $4,228,602.

    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 139,288 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,468,271.

    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).