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Disclosery

Rossmore Private Capital: IBDW position timeline

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

Rossmore Private Capital held 171,546 IBDW 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 171,546 shares
    Change vs previous 13F +12,170 shares

    0.29% of the 13F portfolio, value $3,575,019.

    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 159,376 shares
    Change vs previous 13F +10,318 shares

    0.29% of the 13F portfolio, value $3,335,740.

    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 149,058 shares
    Change vs previous 13F +52,819 shares

    0.28% of the 13F portfolio, value $3,152,577.

    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 96,239 shares
    Change vs previous 13F +12,146 shares

    0.22% of the 13F portfolio, value $2,042,192.

    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 84,093 shares
    Change vs previous 13F +72,726 shares

    0.21% of the 13F portfolio, value $1,769,317.

    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 11,367 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $235,865.

    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).