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Disclosery

SIGNATUREFD, LLC: IBTJ position timeline

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

SIGNATUREFD, LLC held 168,985 IBTJ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,985 shares
    Change vs previous 13F +2,312 shares

    0.05% of the 13F portfolio, value $3,658,525.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 166,673 shares
    Change vs previous 13F +6,153 shares

    0.06% of the 13F portfolio, value $3,640,638.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 160,520 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $3,522,611.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 160,520 shares
    Change vs previous 13F +25,033 shares

    0.06% of the 13F portfolio, value $3,524,217.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 135,487 shares
    Change vs previous 13F +47,755 shares

    0.05% of the 13F portfolio, value $2,969,875.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 87,732 shares
    Change vs previous 13F +35,370 shares

    0.04% of the 13F portfolio, value $1,909,926.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 52,362 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,116,688.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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