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Disclosery

SPINNAKER TRUST: IBDV position timeline

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

SPINNAKER TRUST held 226,090 IBDV 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 226,090 shares
    Change vs previous 13F +92,483 shares

    0.24% of the 13F portfolio, value $4,928,762.

    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 133,607 shares
    Change vs previous 13F +57,517 shares

    0.16% of the 13F portfolio, value $2,924,657.

    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 76,090 shares
    Change vs previous 13F +15,586 shares

    0.09% of the 13F portfolio, value $1,679,306.

    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 60,504 shares
    Change vs previous 13F +15,201 shares

    0.07% of the 13F portfolio, value $1,340,164.

    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 45,303 shares
    Change vs previous 13F +4,972 shares

    0.06% of the 13F portfolio, value $995,760.

    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 40,331 shares
    Change vs previous 13F +25,145 shares

    0.06% of the 13F portfolio, value $875,989.

    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 15,186 shares
    Change vs previous 13F +4,713 shares

    0.02% of the 13F portfolio, value $324,373.

    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 10,473 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $232,186.

    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).