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SHELTON WEALTH MANAGEMENT, LLC: IBTK position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 554,476 IBTK 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 554,476 shares
    Change vs previous 13F +39,375 shares

    4.29% of the 13F portfolio, value $10,834,461.

    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 515,101 shares
    Change vs previous 13F +75,372 shares

    4.47% of the 13F portfolio, value $10,157,792.

    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 439,729 shares
    Change vs previous 13F +26,614 shares

    3.81% of the 13F portfolio, value $8,726,422.

    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 413,115 shares
    Change vs previous 13F +27,431 shares

    3.82% of the 13F portfolio, value $8,210,660.

    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 385,684 shares
    Change vs previous 13F +17,957 shares

    3.86% of the 13F portfolio, value $7,651,971.

    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 367,727 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $7,229,513.

    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).