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SWEENEY & MICHEL, LLC: IGSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWEENEY & MICHEL, LLC on IGSB, newest first. How the timeline and the estimate are built.

SWEENEY & MICHEL, LLC held 42,712 IGSB 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 42,712 shares
    Change vs previous 13F +1,001 shares

    0.58% of the 13F portfolio, value $2,226,586.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 41,711 shares
    Change vs previous 13F +1,648 shares

    0.65% of the 13F portfolio, value $2,194,002.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 40,063 shares
    Change vs previous 13F +2,639 shares

    0.63% of the 13F portfolio, value $2,122,913.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 37,424 shares
    Change vs previous 13F +353 shares

    0.67% of the 13F portfolio, value $1,980,837.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 37,071 shares
    Change vs previous 13F -906 shares

    0.69% of the 13F portfolio, value $1,944,391.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 37,977 shares
    Change vs previous 13F +10,912 shares

    0.86% of the 13F portfolio, value $1,968,372.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 27,065 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,414,675.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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