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Disclosery

TD Capital Management LLC: ISTB position timeline

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

TD Capital Management LLC held 42,999 ISTB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,999 shares
    Change vs previous 13F -2,241 shares

    0.17% of the 13F portfolio, value $2,074,699.

    13F-HR 0001483824-26-000004 filed by TD 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 45,240 shares
    Change vs previous 13F -2,541 shares

    0.2% of the 13F portfolio, value $2,192,326.

    13F-HR 0001483824-26-000003 filed by TD 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 47,781 shares
    Change vs previous 13F -26,399 shares

    0.21% of the 13F portfolio, value $2,329,335.

    13F-HR 0001483824-26-000002 filed by TD 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 74,180 shares
    Change vs previous 13F -4,027 shares

    0.33% of the 13F portfolio, value $3,622,950.

    13F-HR 0001483824-25-000007 filed by TD 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 78,207 shares
    Change vs previous 13F -2,841 shares

    0.36% of the 13F portfolio, value $3,804,773.

    13F-HR 0001483824-25-000004 filed by TD 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 81,048 shares
    Change vs previous 13F -1,528 shares

    0.4% of the 13F portfolio, value $3,918,675.

    13F-HR 0001483824-25-000003 filed by TD 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 82,576 shares
    Change vs previous 13F -10,117 shares

    0.4% of the 13F portfolio, value $3,944,662.

    13F-HR 0001483824-25-000002 filed by TD Capital Management LLC
    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 92,693 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,512,315.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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