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Disclosery

SHRIER WEALTH MANAGEMENT, LLC: ISTB position timeline

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

SHRIER WEALTH MANAGEMENT, LLC held 18,318 ISTB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,318 shares
    Change vs previous 13F +274 shares

    0.3% of the 13F portfolio, value $883,850.

    13F-HR 0001951757-26-000983 filed by SHRIER 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 18,044 shares
    Change vs previous 13F +420 shares

    0.32% of the 13F portfolio, value $874,412.

    13F-HR 0001951757-26-000594 filed by SHRIER 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 17,624 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $859,186.

    13F-HR 0001951757-26-000159 filed by SHRIER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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