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Disclosery

SIMA Wealth Partners, LLC: IGSB position timeline

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

SIMA Wealth Partners, LLC held 19,854 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,854 shares
    Change vs previous 13F -3,585 shares

    0.74% of the 13F portfolio, value $1,040,562.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 23,439 shares
    Change vs previous 13F -7,930 shares

    0.94% of the 13F portfolio, value $1,231,931.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 31,369 shares
    Change vs previous 13F -3,856 shares

    1.26% of the 13F portfolio, value $1,658,799.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 35,225 shares
    Change vs previous 13F -3,156 shares

    1.43% of the 13F portfolio, value $1,867,993.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 38,381 shares
    Change vs previous 13F -11,586 shares

    1.63% of the 13F portfolio, value $2,025,005.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 49,967 shares
    Change vs previous 13F -3,725 shares

    2.17% of the 13F portfolio, value $2,616,795.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 53,692 shares
    Change vs previous 13F -265 shares

    2.36% of the 13F portfolio, value $2,775,900.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 53,957 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $2,841,400.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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