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SHELTON WEALTH MANAGEMENT, LLC: IBTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHELTON WEALTH MANAGEMENT, LLC on IBTH, newest first. How the timeline and the estimate are built.

SHELTON WEALTH MANAGEMENT, LLC held 486,876 IBTH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 486,876 shares
    Change vs previous 13F +30,486 shares

    4.31% of the 13F portfolio, value $10,891,416.

    13F-HR 0001725547-26-000222 filed by SHELTON WEALTH MANAGEMENT, 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 456,390 shares
    Change vs previous 13F +69,502 shares

    4.51% of the 13F portfolio, value $10,236,828.

    13F-HR 0001725547-26-000164 filed by SHELTON WEALTH MANAGEMENT, 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 386,888 shares
    Change vs previous 13F +24,540 shares

    3.79% of the 13F portfolio, value $8,693,373.

    13F-HR 0001725547-26-000054 filed by SHELTON WEALTH MANAGEMENT, 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 362,348 shares
    Change vs previous 13F +25,600 shares

    3.8% of the 13F portfolio, value $8,160,077.

    13F-HR 0001725547-25-004105 filed by SHELTON WEALTH MANAGEMENT, 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 336,748 shares
    Change vs previous 13F +15,171 shares

    3.82% of the 13F portfolio, value $7,573,463.

    13F-HR 0001725547-25-003405 filed by SHELTON WEALTH MANAGEMENT, 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 321,577 shares
    Change vs previous 13F +28,722 shares

    4.12% of the 13F portfolio, value $7,209,756.

    13F-HR 0001725547-25-001425 filed by SHELTON WEALTH MANAGEMENT, 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 292,855 shares
    Change vs previous 13F +71,756 shares

    3.56% of the 13F portfolio, value $6,500,414.

    13F-HR 0001725547-25-000125 filed by SHELTON WEALTH MANAGEMENT, 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 221,099 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $5,004,576.

    13F-HR 0001725547-24-005961 filed by SHELTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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