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STRAIGHTLINE GROUP LLC: IBHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRAIGHTLINE GROUP LLC on IBHF, newest first. How the timeline and the estimate are built.

STRAIGHTLINE GROUP LLC held 936,881 IBHF 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 936,881 shares
    Change vs previous 13F +25,139 shares

    10.01% of the 13F portfolio, value $21,220,355.

    13F-HR 0001444864-26-000004 filed by STRAIGHTLINE GROUP LLC
    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 911,742 shares
    Change vs previous 13F +93,423 shares

    10.4% of the 13F portfolio, value $20,924,480.

    13F-HR 0001444864-26-000002 filed by STRAIGHTLINE GROUP LLC
    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 818,319 shares
    Change vs previous 13F +11,826 shares

    10.34% of the 13F portfolio, value $18,907,265.

    13F-HR 0001444864-26-000001 filed by STRAIGHTLINE GROUP LLC
    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 806,493 shares
    Change vs previous 13F +40,431 shares

    10.84% of the 13F portfolio, value $18,811,452.

    13F-HR 0001444864-25-000008 filed by STRAIGHTLINE GROUP LLC
    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 766,062 shares
    Change vs previous 13F +31,232 shares

    11.1% of the 13F portfolio, value $17,795,620.

    13F-HR 0001444864-25-000006 filed by STRAIGHTLINE GROUP LLC
    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 734,830 shares
    Change vs previous 13F not available

    11.03% of the 13F portfolio, value $17,062,753.

    13F-HR 0001444864-25-000004 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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