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Stockman Wealth Management, Inc.: IBTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stockman Wealth Management, Inc. on IBTG, newest first. How the timeline and the estimate are built.

Stockman Wealth Management, Inc. held 186,919 IBTG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,919 shares
    Change vs previous 13F -7,526 shares

    0.44% of the 13F portfolio, value $4,278,576.

    13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, Inc.
    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 194,445 shares
    Change vs previous 13F +19,609 shares

    0.49% of the 13F portfolio, value $4,455,698.

    13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, Inc.
    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/A 174,836 shares
    Change vs previous 13F +18,307 shares

    0.47% of the 13F portfolio, value $3,999,381.

    13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 156,529 shares
    Change vs previous 13F +7,484 shares

    0.45% of the 13F portfolio, value $3,592,347.

    13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
    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 149,045 shares
    Change vs previous 13F +7,841 shares

    0.46% of the 13F portfolio, value $3,417,608.

    13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
    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 141,204 shares
    Change vs previous 13F +10,565 shares

    0.48% of the 13F portfolio, value $3,239,226.

    13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
    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 130,639 shares
    Change vs previous 13F +11,951 shares

    0.47% of the 13F portfolio, value $2,979,876.

    13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
    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 118,688 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,737,539.

    13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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