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Disclosery

Rossmore Private Capital: IBMO position timeline

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

Rossmore Private Capital held 1,443,221 IBMO 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 1,443,221 shares
    Change vs previous 13F -66 shares

    3.01% of the 13F portfolio, value $37,004,331.

    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 1,443,287 shares
    Change vs previous 13F -1,640 shares

    3.26% of the 13F portfolio, value $36,991,446.

    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 1,444,927 shares
    Change vs previous 13F +1,433,191 shares

    3.32% of the 13F portfolio, value $37,043,594.

    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 11,736 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $301,146.

    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 11,736 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $300,712.

    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 11,736 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $299,972.

    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).