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Disclosery

REBALANCE, LLC: IBTG position timeline

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

REBALANCE, LLC held 288,882 IBTG 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 288,882 shares
    Change vs previous 13F +39,215 shares

    0.35% of the 13F portfolio, value $6,612,515.

    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 249,667 shares
    Change vs previous 13F -8,396 shares

    0.33% of the 13F portfolio, value $5,721,115.

    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 258,063 shares
    Change vs previous 13F +53,739 shares

    0.35% of the 13F portfolio, value $5,903,186.

    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 204,324 shares
    Change vs previous 13F +36,180 shares

    0.28% of the 13F portfolio, value $4,689,225.

    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 168,144 shares
    Change vs previous 13F +98,480 shares

    0.26% of the 13F portfolio, value $3,855,534.

    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 69,664 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,598,081.

    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).