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Resonant Capital Advisors, LLC: IBDW position timeline

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

Resonant Capital Advisors, LLC held 70,766 IBDW 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 70,766 shares
    Change vs previous 13F -5,839 shares

    0.07% of the 13F portfolio, value $1,474,763.

    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 76,605 shares
    Change vs previous 13F +35,582 shares

    0.08% of the 13F portfolio, value $1,603,343.

    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 41,023 shares
    Change vs previous 13F +8,319 shares

    0.05% of the 13F portfolio, value $867,636.

    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 32,704 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $693,979.

    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).