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Disclosery

Rossmore Private Capital: IBDU position timeline

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

Rossmore Private Capital held 191,186 IBDU 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 191,186 shares
    Change vs previous 13F +20,083 shares

    0.36% of the 13F portfolio, value $4,427,868.

    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 171,103 shares
    Change vs previous 13F +13,439 shares

    0.35% of the 13F portfolio, value $3,979,856.

    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 157,664 shares
    Change vs previous 13F +47,448 shares

    0.33% of the 13F portfolio, value $3,690,126.

    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 110,216 shares
    Change vs previous 13F +22,050 shares

    0.28% of the 13F portfolio, value $2,586,770.

    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 88,166 shares
    Change vs previous 13F +32,572 shares

    0.24% of the 13F portfolio, value $2,056,913.

    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 55,594 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,285,889.

    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).