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Rossmore Private Capital: IBDV position timeline

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

Rossmore Private Capital held 194,579 IBDV 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 194,579 shares
    Change vs previous 13F +5,405 shares

    0.34% of the 13F portfolio, value $4,241,822.

    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 189,174 shares
    Change vs previous 13F +11,141 shares

    0.37% of the 13F portfolio, value $4,141,019.

    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 178,033 shares
    Change vs previous 13F +55,640 shares

    0.35% of the 13F portfolio, value $3,929,188.

    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 122,393 shares
    Change vs previous 13F +21,846 shares

    0.29% of the 13F portfolio, value $2,711,005.

    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 100,547 shares
    Change vs previous 13F +55,697 shares

    0.26% of the 13F portfolio, value $2,210,023.

    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 44,850 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $974,142.

    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).