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Stockman Wealth Management, Inc.: IBTL position timeline

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

Stockman Wealth Management, Inc. held 264,766 IBTL 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 264,766 shares
    Change vs previous 13F +12,580 shares

    0.55% of the 13F portfolio, value $5,345,635.

    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 252,186 shares
    Change vs previous 13F +34,443 shares

    0.57% of the 13F portfolio, value $5,144,327.

    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 217,743 shares
    Change vs previous 13F +24,035 shares

    0.52% of the 13F portfolio, value $4,469,185.

    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 193,708 shares
    Change vs previous 13F +14,996 shares

    0.49% of the 13F portfolio, value $3,984,583.

    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 178,712 shares
    Change vs previous 13F +19,375 shares

    0.5% of the 13F portfolio, value $3,663,606.

    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 159,337 shares
    Change vs previous 13F +45,621 shares

    0.48% of the 13F portfolio, value $3,239,331.

    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 113,716 shares
    Change vs previous 13F +41,317 shares

    0.35% of the 13F portfolio, value $2,251,577.

    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 72,399 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,507,348.

    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).