Resonant Capital Advisors, LLC: IBDV position timeline

Resonant Capital Advisors, LLC held 87,893 IBDV 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 87,893 shares

   Change vs previous 13F -932 shares

   0.09% of the 13F portfolio, value $1,916,067.

   13F-HR 0002085853-26-000857 filed by Resonant Capital Advisors, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 88,825 shares

   Change vs previous 13F +6,858 shares

   0.1% of the 13F portfolio, value $1,944,379.

   13F-HR 0002085853-26-000527 filed by Resonant Capital Advisors, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 81,967 shares

   Change vs previous 13F +10,676 shares

   0.1% of the 13F portfolio, value $1,809,012.

   13F-HR 0002085853-26-000137 filed by Resonant Capital Advisors, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 71,291 shares

   Change vs previous 13F +41,417 shares

   0.09% of the 13F portfolio, value $1,579,096.

   13F-HR 0002085853-25-000183 filed by Resonant Capital Advisors, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 29,874 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $656,631.

   13F-HR 0001667731-25-001034 filed by Resonant Capital Advisors, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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