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Disclosery

Stegent Equity Advisors, Inc.: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stegent Equity Advisors, Inc. on IBB, newest first. How the timeline and the estimate are built.

Stegent Equity Advisors, Inc. held 11,055 IBB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,055 shares
    Change vs previous 13F -42 shares

    1.84% of the 13F portfolio, value $2,327,409.

    13F-HR 0001085146-26-000881 filed by Stegent Equity Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,097 shares
    Change vs previous 13F +2,371 shares

    1.51% of the 13F portfolio, value $2,110,538.

    13F-HR 0001908976-26-000004 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,726 shares
    Change vs previous 13F -119 shares

    1.26% of the 13F portfolio, value $1,473,385.

    13F-HR 0001908976-26-000002 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,845 shares
    Change vs previous 13F +8,845 shares

    1.16% of the 13F portfolio, value $1,492,771.

    13F-HR 0001908976-26-000001 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-25-000765 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.