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Disclosery

REBALANCE, LLC: IBDU position timeline

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

REBALANCE, LLC held 458,533 IBDU 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 458,533 shares
    Change vs previous 13F +5,515 shares

    0.56% of the 13F portfolio, value $10,619,626.

    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 453,018 shares
    Change vs previous 13F +17,621 shares

    0.61% of the 13F portfolio, value $10,537,189.

    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 435,397 shares
    Change vs previous 13F +6,662 shares

    0.6% of the 13F portfolio, value $10,190,475.

    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 428,735 shares
    Change vs previous 13F +244,087 shares

    0.61% of the 13F portfolio, value $10,062,406.

    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 184,648 shares
    Change vs previous 13F +1,765 shares

    0.29% of the 13F portfolio, value $4,307,843.

    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 182,883 shares
    Change vs previous 13F +31,503 shares

    0.31% of the 13F portfolio, value $4,230,077.

    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 151,380 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,451,464.

    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).