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Disclosery

Rossmore Private Capital: IBDX position timeline

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

Rossmore Private Capital held 98,416 IBDX 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 98,416 shares
    Change vs previous 13F +11,459 shares

    0.2% of the 13F portfolio, value $2,479,099.

    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 86,957 shares
    Change vs previous 13F +6,675 shares

    0.19% of the 13F portfolio, value $2,197,403.

    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 80,282 shares
    Change vs previous 13F +27,464 shares

    0.18% of the 13F portfolio, value $2,049,599.

    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 52,818 shares
    Change vs previous 13F +11,200 shares

    0.15% of the 13F portfolio, value $1,353,197.

    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 41,618 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,052,311.

    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).