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Resonant Capital Advisors, LLC: IBDS position timeline

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

Resonant Capital Advisors, LLC held 233,352 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,352 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $5,651,785.

    13F-HR 0002085853-26-000857 filed by Resonant Capital Advisors, 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 233,352 shares
    Change vs previous 13F +6,196 shares

    0.3% of the 13F portfolio, value $5,656,452.

    13F-HR 0002085853-26-000527 filed by Resonant Capital Advisors, 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 227,156 shares
    Change vs previous 13F +6,045 shares

    0.3% of the 13F portfolio, value $5,515,348.

    13F-HR 0002085853-26-000137 filed by Resonant Capital Advisors, 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 221,111 shares
    Change vs previous 13F +35,556 shares

    0.31% of the 13F portfolio, value $5,381,842.

    13F-HR 0002085853-25-000183 filed by Resonant Capital Advisors, 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 185,555 shares
    Change vs previous 13F +7,452 shares

    0.29% of the 13F portfolio, value $4,503,420.

    13F-HR 0001667731-25-001034 filed by Resonant Capital Advisors, 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 178,103 shares
    Change vs previous 13F +6,255 shares

    0.3% of the 13F portfolio, value $4,306,531.

    13F-HR 0001667731-25-000543 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 171,848 shares
    Change vs previous 13F +59,852 shares

    0.3% of the 13F portfolio, value $4,117,478.

    13F-HR 0001667731-25-000129 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 111,996 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,729,343.

    13F-HR 0001803236-24-000005 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).