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Disclosery

REBALANCE, LLC: IBTH position timeline

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

REBALANCE, LLC held 299,656 IBTH 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 299,656 shares
    Change vs previous 13F +29,010 shares

    0.35% of the 13F portfolio, value $6,703,307.

    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 270,646 shares
    Change vs previous 13F +3,511 shares

    0.35% of the 13F portfolio, value $6,070,599.

    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 267,135 shares
    Change vs previous 13F +59,008 shares

    0.35% of the 13F portfolio, value $6,002,524.

    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 208,127 shares
    Change vs previous 13F +36,454 shares

    0.28% of the 13F portfolio, value $4,687,010.

    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 171,673 shares
    Change vs previous 13F +100,533 shares

    0.26% of the 13F portfolio, value $3,860,917.

    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 71,140 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,594,968.

    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).