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Disclosery

Schaeffer Financial LLC: IGSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schaeffer Financial LLC on IGSB, newest first. How the timeline and the estimate are built.

Schaeffer Financial LLC held 674,253 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 674,253 shares
    Change vs previous 13F +24,881 shares

    27.33% of the 13F portfolio, value $35,337,609.

    13F-HR 0001705819-26-000049 filed by Schaeffer Financial 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 649,372 shares
    Change vs previous 13F +39,332 shares

    28.73% of the 13F portfolio, value $34,130,973.

    13F-HR 0001705819-26-000031 filed by Schaeffer Financial 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 610,040 shares
    Change vs previous 13F +201,313 shares

    28.15% of the 13F portfolio, value $32,258,923.

    13F-HR 0001705819-26-000018 filed by Schaeffer Financial 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 408,727 shares
    Change vs previous 13F +60,245 shares

    19.65% of the 13F portfolio, value $21,674,787.

    13F-HR 0001705819-25-000073 filed by Schaeffer Financial 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 348,482 shares
    Change vs previous 13F +27,987 shares

    17.95% of the 13F portfolio, value $18,385,884.

    13F-HR 0001705819-25-000047 filed by Schaeffer Financial 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 320,495 shares
    Change vs previous 13F +10,601 shares

    18.52% of the 13F portfolio, value $16,784,348.

    13F-HR 0001705819-25-000034 filed by Schaeffer Financial 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 309,894 shares
    Change vs previous 13F +7,525 shares

    15.98% of the 13F portfolio, value $16,021,525.

    13F-HR 0001705819-25-000014 filed by Schaeffer Financial 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 302,369 shares
    Change vs previous 13F not available

    16.18% of the 13F portfolio, value $15,922,759.

    13F-HR 0001705819-24-000060 filed by Schaeffer Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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