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Disclosery

REBALANCE, LLC: IBTK position timeline

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

REBALANCE, LLC held 297,499 IBTK 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 297,499 shares
    Change vs previous 13F +34,078 shares

    0.3% of the 13F portfolio, value $5,813,138.

    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 263,421 shares
    Change vs previous 13F +3,673 shares

    0.3% of the 13F portfolio, value $5,194,663.

    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 259,748 shares
    Change vs previous 13F +248,365 shares

    0.3% of the 13F portfolio, value $5,154,702.

    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 11,383 shares
    Change vs previous 13F +109 shares

    0.01% of the 13F portfolio, value $226,241.

    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 11,274 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $223,670.

    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).