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Scott Capital Advisors, LLC: IBDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Scott Capital Advisors, LLC on IBDS, newest first. How the timeline and the estimate are built.

Scott Capital Advisors, LLC held 174,409 IBDS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 174,409 shares
    Change vs previous 13F +160,145 shares

    0.6% of the 13F portfolio, value $4,199,771.

    13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,264 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $345,474.

    13F-HR 0001905673-26-000003 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).