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Spectrum Asset Management, Inc. (NB/CA): IBTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Asset Management, Inc. (NB/CA) on IBTI, newest first. How the timeline and the estimate are built.

Spectrum Asset Management, Inc. (NB/CA) held 14,094 IBTI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,094 shares
    Change vs previous 13F -598 shares

    0.09% of the 13F portfolio, value $312,042.

    13F-HR 0001632078-26-000009 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 14,692 shares
    Change vs previous 13F +889 shares

    0.1% of the 13F portfolio, value $327,382.

    13F-HR 0001632078-26-000005 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 13,803 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $308,705.

    13F-HR 0001632078-26-000003 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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