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Resonant Capital Advisors, LLC: IBDT position timeline

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

Resonant Capital Advisors, LLC held 106,267 IBDT 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 106,267 shares
    Change vs previous 13F -531 shares

    0.13% of the 13F portfolio, value $2,683,242.

    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 106,798 shares
    Change vs previous 13F +5,930 shares

    0.14% of the 13F portfolio, value $2,705,194.

    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 100,868 shares
    Change vs previous 13F +6,828 shares

    0.14% of the 13F portfolio, value $2,567,596.

    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 94,040 shares
    Change vs previous 13F +41,757 shares

    0.14% of the 13F portfolio, value $2,399,901.

    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 52,283 shares
    Change vs previous 13F +7,138 shares

    0.08% of the 13F portfolio, value $1,329,034.

    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 45,145 shares
    Change vs previous 13F +1,008 shares

    0.08% of the 13F portfolio, value $1,140,363.

    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 44,137 shares
    Change vs previous 13F +13,403 shares

    0.08% of the 13F portfolio, value $1,099,012.

    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 30,734 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $784,640.

    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).