Rialto Wealth Management, LLC: IBHF position timeline

Rialto Wealth Management, LLC held 0 IBHF shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -66,481 shares

   13F-HR 0002054966-26-000001 filed by Rialto Wealth Management, LLC
   Filed 2026-01-12 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 66,481 shares

   Change vs previous 13F -717 shares

   0.4% of the 13F portfolio, value $1,554,991.

   13F-HR 0002054966-25-000005 filed by Rialto Wealth Management, LLC
   Filed 2025-11-07 (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).

3. period ended2025-06-30

   13F 67,198 shares

   Change vs previous 13F +7,378 shares

   0.44% of the 13F portfolio, value $1,561,010.

   13F-HR 0002054966-25-000003 filed by Rialto Wealth Management, LLC
   Filed 2025-08-06 (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).

4. period ended2025-03-31

   13F 59,820 shares

   Change vs previous 13F +10,825 shares

   0.44% of the 13F portfolio, value $1,389,021.

   13F-HR 0002054966-25-000002 filed by Rialto Wealth Management, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 48,995 shares

   Change vs previous 13F not available

   0.37% of the 13F portfolio, value $1,134,235.

   13F-HR 0002054966-25-000001 filed by Rialto Wealth Management, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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