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Stockman Wealth Management, Inc.: IBTK position timeline

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

Stockman Wealth Management, Inc. held 276,786 IBTK 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 276,786 shares
    Change vs previous 13F +10,801 shares

    0.56% of the 13F portfolio, value $5,408,407.

    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 265,985 shares
    Change vs previous 13F +28,225 shares

    0.58% of the 13F portfolio, value $5,245,233.

    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 237,760 shares
    Change vs previous 13F +19,616 shares

    0.55% of the 13F portfolio, value $4,718,356.

    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 218,144 shares
    Change vs previous 13F +9,391 shares

    0.54% of the 13F portfolio, value $4,335,623.

    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 208,753 shares
    Change vs previous 13F +13,399 shares

    0.56% of the 13F portfolio, value $4,141,668.

    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 195,354 shares
    Change vs previous 13F +17,609 shares

    0.57% of the 13F portfolio, value $3,840,668.

    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 177,745 shares
    Change vs previous 13F +21,206 shares

    0.53% of the 13F portfolio, value $3,411,442.

    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 156,539 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,137,825.

    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).