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Disclosery

REBALANCE, LLC: IBHG position timeline

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

REBALANCE, LLC held 36,927 IBHG 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 36,927 shares
    Change vs previous 13F +506 shares

    0.04% of the 13F portfolio, value $815,350.

    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 36,421 shares
    Change vs previous 13F -13,511 shares

    0.05% of the 13F portfolio, value $805,992.

    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 49,932 shares
    Change vs previous 13F +1,431 shares

    0.07% of the 13F portfolio, value $1,114,475.

    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 48,501 shares
    Change vs previous 13F +3,184 shares

    0.07% of the 13F portfolio, value $1,090,785.

    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 45,317 shares
    Change vs previous 13F +608 shares

    0.07% of the 13F portfolio, value $1,021,439.

    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 44,709 shares
    Change vs previous 13F +12,228 shares

    0.07% of the 13F portfolio, value $998,123.

    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 32,481 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $722,377.

    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).