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ROMANO BROTHERS AND COMPANY: IBDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMANO BROTHERS AND COMPANY on IBDW, newest first. How the timeline and the estimate are built.

ROMANO BROTHERS AND COMPANY held 87,540 IBDW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,540 shares
    Change vs previous 13F +10,832 shares

    0.18% of the 13F portfolio, value $1,824,334.

    13F-HR 0001754960-26-000598 filed by ROMANO BROTHERS AND COMPANY
    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 76,708 shares
    Change vs previous 13F +31,183 shares

    0.18% of the 13F portfolio, value $1,605,498.

    13F-HR 0001754960-26-000305 filed by ROMANO BROTHERS AND COMPANY
    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 45,525 shares
    Change vs previous 13F +29,816 shares

    0.11% of the 13F portfolio, value $962,854.

    13F-HR 0001754960-26-000057 filed by ROMANO BROTHERS AND COMPANY
    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 15,709 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $333,345.

    13F-HR 0001754960-25-000698 filed by ROMANO BROTHERS AND COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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