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Disclosery

REBALANCE, LLC: IBTI position timeline

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

REBALANCE, LLC held 297,936 IBTI 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 297,936 shares
    Change vs previous 13F +29,577 shares

    0.35% of the 13F portfolio, value $6,596,308.

    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 268,359 shares
    Change vs previous 13F +3,466 shares

    0.35% of the 13F portfolio, value $5,979,854.

    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 264,893 shares
    Change vs previous 13F +85,759 shares

    0.35% of the 13F portfolio, value $5,924,328.

    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 179,134 shares
    Change vs previous 13F +27,291 shares

    0.24% of the 13F portfolio, value $4,009,911.

    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 151,843 shares
    Change vs previous 13F +94,098 shares

    0.23% of the 13F portfolio, value $3,395,206.

    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 57,745 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,284,824.

    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).