Skip to content
Disclosery

REBALANCE, LLC: IBHF position timeline

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

REBALANCE, LLC held 35,790 IBHF 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 35,790 shares
    Change vs previous 13F +612 shares

    0.04% of the 13F portfolio, value $810,637.

    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 35,178 shares
    Change vs previous 13F -13,076 shares

    0.05% of the 13F portfolio, value $807,331.

    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 48,254 shares
    Change vs previous 13F +1,539 shares

    0.07% of the 13F portfolio, value $1,113,700.

    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 46,715 shares
    Change vs previous 13F +3,175 shares

    0.07% of the 13F portfolio, value $1,092,667.

    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 43,540 shares
    Change vs previous 13F +594 shares

    0.07% of the 13F portfolio, value $1,011,423.

    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 42,946 shares
    Change vs previous 13F +20,054 shares

    0.07% of the 13F portfolio, value $997,203.

    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 22,892 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $529,950.

    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).