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SCHMIDT P J INVESTMENT MANAGEMENT INC: IBMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHMIDT P J INVESTMENT MANAGEMENT INC on IBMT, newest first. How the timeline and the estimate are built.

SCHMIDT P J INVESTMENT MANAGEMENT INC held 10,840 IBMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,840 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $279,672.

    13F-HR 0001008895-26-000003 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 10,840 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $278,229.

    13F-HR 0001008895-26-000002 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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