THEORY FINANCIAL LLC: IGIB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THEORY FINANCIAL LLC on IGIB, newest first. How the timeline and the estimate are built.
THEORY FINANCIAL LLC held 166,224 IGIB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 166,224 sharesChange vs previous 13F -2,107 shares
2.79% of the 13F portfolio, value $8,838,130.
13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 168,331 sharesChange vs previous 13F -1,741 shares
3.14% of the 13F portfolio, value $8,958,576.
13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 170,072 sharesChange vs previous 13F -9,145 shares
3.09% of the 13F portfolio, value $9,187,289.
13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 179,217 sharesChange vs previous 13F +12,872 shares
3.44% of the 13F portfolio, value $9,751,197.
13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 166,345 sharesChange vs previous 13F +23,133 shares
3.35% of the 13F portfolio, value $8,841,237.
13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 143,212 sharesChange vs previous 13F +2,251 shares
3.17% of the 13F portfolio, value $7,521,494.
13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 140,961 sharesChange vs previous 13F +4,406 shares
3.04% of the 13F portfolio, value $7,260,901.
13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 136,555 sharesChange vs previous 13F not available
3.14% of the 13F portfolio, value $7,133,633.
13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).