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Disclosery

SPINNAKER TRUST: IBDT position timeline

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

SPINNAKER TRUST held 639,228 IBDT 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 639,228 shares
    Change vs previous 13F +91,419 shares

    0.78% of the 13F portfolio, value $16,140,507.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 547,809 shares
    Change vs previous 13F +58,546 shares

    0.77% of the 13F portfolio, value $13,876,002.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 489,263 shares
    Change vs previous 13F +60,557 shares

    0.67% of the 13F portfolio, value $12,454,190.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 428,706 shares
    Change vs previous 13F +53,703 shares

    0.61% of the 13F portfolio, value $10,940,577.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 375,003 shares
    Change vs previous 13F +18,128 shares

    0.57% of the 13F portfolio, value $9,532,576.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 356,875 shares
    Change vs previous 13F +58,220 shares

    0.59% of the 13F portfolio, value $9,014,663.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 298,655 shares
    Change vs previous 13F +128,421 shares

    0.47% of the 13F portfolio, value $7,436,510.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 170,234 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,346,074.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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