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Sunbeam Capital Management, LLC: IBTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sunbeam Capital Management, LLC on IBTG, newest first. How the timeline and the estimate are built.

Sunbeam Capital Management, LLC held 89,380 IBTG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,380 shares
    Change vs previous 13F +677 shares

    0.94% of the 13F portfolio, value $2,045,908.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital Management, 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 88,703 shares
    Change vs previous 13F +512 shares

    1.16% of the 13F portfolio, value $2,032,622.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital Management, 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 88,191 shares
    Change vs previous 13F +1,043 shares

    1.2% of the 13F portfolio, value $2,017,361.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital Management, 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 87,148 shares
    Change vs previous 13F +1,789 shares

    1.24% of the 13F portfolio, value $2,000,039.

    13F-HR 0001951757-25-001203 filed by Sunbeam Capital Management, 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 85,359 shares
    Change vs previous 13F +764 shares

    1.48% of the 13F portfolio, value $1,957,284.

    13F-HR 0001951757-25-000932 filed by Sunbeam Capital Management, 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 84,595 shares
    Change vs previous 13F +482 shares

    1.85% of the 13F portfolio, value $1,940,598.

    13F-HR 0001951757-25-000518 filed by Sunbeam Capital Management, LLC
    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/A 84,113 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $1,918,618.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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