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Disclosery

REBALANCE, LLC: IBTJ position timeline

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

REBALANCE, LLC held 270,435 IBTJ 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 270,435 shares
    Change vs previous 13F +23,743 shares

    0.31% of the 13F portfolio, value $5,854,912.

    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 246,692 shares
    Change vs previous 13F -9,130 shares

    0.31% of the 13F portfolio, value $5,388,492.

    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 255,822 shares
    Change vs previous 13F +46,663 shares

    0.33% of the 13F portfolio, value $5,614,010.

    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 209,159 shares
    Change vs previous 13F +30,874 shares

    0.28% of the 13F portfolio, value $4,592,079.

    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 178,285 shares
    Change vs previous 13F +119,226 shares

    0.27% of the 13F portfolio, value $3,908,017.

    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 59,059 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,285,705.

    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).