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Disclosery

Stonebrook Private Inc.: IBDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stonebrook Private Inc. on IBDW, newest first. How the timeline and the estimate are built.

Stonebrook Private Inc. held 117,475 IBDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,475 shares
    Change vs previous 13F +1,686 shares

    0.45% of the 13F portfolio, value $2,448,189.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private 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 115,789 shares
    Change vs previous 13F +4,930 shares

    0.52% of the 13F portfolio, value $2,423,466.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private 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 110,859 shares
    Change vs previous 13F +3,705 shares

    0.49% of the 13F portfolio, value $2,344,661.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private 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 107,154 shares
    Change vs previous 13F +1,320 shares

    0.49% of the 13F portfolio, value $2,273,804.

    13F-HR 0001765380-25-000461 filed by Stonebrook Private 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 105,834 shares
    Change vs previous 13F +2,624 shares

    0.52% of the 13F portfolio, value $2,226,754.

    13F-HR 0001765380-25-000325 filed by Stonebrook Private 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 103,210 shares
    Change vs previous 13F +6,304 shares

    0.56% of the 13F portfolio, value $2,141,616.

    13F-HR 0001765380-25-000157 filed by Stonebrook Private 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 96,906 shares
    Change vs previous 13F +8,630 shares

    0.52% of the 13F portfolio, value $1,972,047.

    13F-HR 0001765380-25-000116 filed by Stonebrook Private 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 88,276 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,873,224.

    13F-HR 0001765380-24-000429 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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