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Rossmore Private Capital: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rossmore Private Capital on IBDT, newest first. How the timeline and the estimate are built.

Rossmore Private Capital held 157,958 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,958 shares
    Change vs previous 13F +16,390 shares

    0.32% of the 13F portfolio, value $3,988,440.

    13F-HR 0001398344-26-013208 filed by Rossmore Private Capital
    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 141,568 shares
    Change vs previous 13F +2,144 shares

    0.32% of the 13F portfolio, value $3,585,917.

    13F-HR 0001398344-26-008115 filed by Rossmore Private Capital
    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 139,424 shares
    Change vs previous 13F +48,889 shares

    0.32% of the 13F portfolio, value $3,549,038.

    13F-HR 0001398344-26-002304 filed by Rossmore Private Capital
    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 90,535 shares
    Change vs previous 13F +11,209 shares

    0.25% of the 13F portfolio, value $2,310,453.

    13F-HR 0001398344-25-020058 filed by Rossmore Private Capital
    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 79,326 shares
    Change vs previous 13F +29,541 shares

    0.24% of the 13F portfolio, value $2,016,467.

    13F-HR 0001062993-25-013790 filed by Rossmore Private Capital
    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 49,785 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,257,569.

    13F-HR 0001062993-25-009136 filed by Rossmore Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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