Skip to content
Disclosery

Ruggaard & Associates LLC: IBHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ruggaard & Associates LLC on IBHF, newest first. How the timeline and the estimate are built.

Ruggaard & Associates LLC held 525,863 IBHF shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 525,863 shares
    Change vs previous 13F -2,401 shares

    4.27% of the 13F portfolio, value $11,910,790.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates LLC
    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 528,264 shares
    Change vs previous 13F +3,998 shares

    4.8% of the 13F portfolio, value $12,123,668.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates LLC
    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 524,266 shares
    Change vs previous 13F -59,640 shares

    4.76% of the 13F portfolio, value $12,100,064.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates LLC
    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 583,906 shares
    Change vs previous 13F +9,384 shares

    5.11% of the 13F portfolio, value $13,657,556.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates LLC
    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 574,522 shares
    Change vs previous 13F -12,709 shares

    5.36% of the 13F portfolio, value $13,346,135.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates LLC
    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 587,231 shares
    Change vs previous 13F +6,590 shares

    5.97% of the 13F portfolio, value $13,635,498.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 580,641 shares
    Change vs previous 13F +5,153 shares

    5.89% of the 13F portfolio, value $13,441,830.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 575,488 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $13,472,166.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).