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SHELTON WEALTH MANAGEMENT, LLC: IBTI position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 490,978 IBTI 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 490,978 shares
    Change vs previous 13F +32,546 shares

    4.3% of the 13F portfolio, value $10,870,253.

    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 458,432 shares
    Change vs previous 13F +68,855 shares

    4.5% of the 13F portfolio, value $10,215,239.

    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 389,577 shares
    Change vs previous 13F +24,539 shares

    3.8% of the 13F portfolio, value $8,712,889.

    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 365,038 shares
    Change vs previous 13F +25,228 shares

    3.81% of the 13F portfolio, value $8,171,375.

    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 339,810 shares
    Change vs previous 13F +13,887 shares

    3.83% of the 13F portfolio, value $7,598,152.

    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 325,923 shares
    Change vs previous 13F +29,380 shares

    4.15% of the 13F portfolio, value $7,251,787.

    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 296,543 shares
    Change vs previous 13F +73,828 shares

    3.56% of the 13F portfolio, value $6,495,359.

    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 222,715 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $5,012,245.

    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).