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SHELTON WEALTH MANAGEMENT, LLC: IBTJ position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 501,211 IBTJ 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 501,211 shares
    Change vs previous 13F +34,314 shares

    4.3% of the 13F portfolio, value $10,851,218.

    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 466,897 shares
    Change vs previous 13F +69,236 shares

    4.49% of the 13F portfolio, value $10,198,430.

    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 397,661 shares
    Change vs previous 13F +24,866 shares

    3.81% of the 13F portfolio, value $8,726,670.

    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 372,795 shares
    Change vs previous 13F +25,163 shares

    3.81% of the 13F portfolio, value $8,184,714.

    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 347,632 shares
    Change vs previous 13F +13,284 shares

    3.84% of the 13F portfolio, value $7,620,093.

    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 334,348 shares
    Change vs previous 13F +30,627 shares

    4.16% of the 13F portfolio, value $7,278,756.

    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 303,721 shares
    Change vs previous 13F +76,616 shares

    3.55% of the 13F portfolio, value $6,477,244.

    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 227,105 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $5,020,156.

    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).