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Stockman Wealth Management, Inc.: IBTM position timeline

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

Stockman Wealth Management, Inc. held 218,588 IBTM 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 218,588 shares
    Change vs previous 13F +17,972 shares

    0.51% of the 13F portfolio, value $4,960,857.

    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 200,616 shares
    Change vs previous 13F +52,212 shares

    0.51% of the 13F portfolio, value $4,600,205.

    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 148,404 shares
    Change vs previous 13F +83,016 shares

    0.4% of the 13F portfolio, value $3,424,424.

    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 65,388 shares
    Change vs previous 13F +46,670 shares

    0.19% of the 13F portfolio, value $1,512,425.

    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 18,718 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $431,076.

    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).