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Richard W. Paul & Associates, LLC: ISTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard W. Paul & Associates, LLC on ISTB, newest first. How the timeline and the estimate are built.

Richard W. Paul & Associates, LLC held 52,973 ISTB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,973 shares
    Change vs previous 13F +769 shares

    0.78% of the 13F portfolio, value $2,555,964.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 52,204 shares
    Change vs previous 13F +5,674 shares

    0.85% of the 13F portfolio, value $2,529,789.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 46,530 shares
    Change vs previous 13F +4,906 shares

    0.75% of the 13F portfolio, value $2,268,354.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 41,624 shares
    Change vs previous 13F +172 shares

    0.69% of the 13F portfolio, value $2,032,928.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 41,452 shares
    Change vs previous 13F -608 shares

    0.73% of the 13F portfolio, value $2,016,626.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 42,060 shares
    Change vs previous 13F +2,616 shares

    0.8% of the 13F portfolio, value $2,033,603.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 39,444 shares
    Change vs previous 13F +1,194 shares

    0.69% of the 13F portfolio, value $1,884,242.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, 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 38,250 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,862,017.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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