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TOTH FINANCIAL ADVISORY CORP: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on IBB, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 43,129 IBB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,129 shares
    Change vs previous 13F +868 shares

    0.91% of the 13F portfolio, value $9,080,049.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,261 shares
    Change vs previous 13F +4,762 shares

    0.78% of the 13F portfolio, value $8,037,702.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 37,499 shares
    Change vs previous 13F +2,654 shares

    0.7% of the 13F portfolio, value $6,331,760.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 34,845 shares
    Change vs previous 13F +7,918 shares

    0.64% of the 13F portfolio, value $5,880,801.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,927 shares
    Change vs previous 13F +5,272 shares

    0.42% of the 13F portfolio, value $3,887,493.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,655 shares
    Change vs previous 13F -17,947 shares

    0.32% of the 13F portfolio, value $2,739,609.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 39,602 shares
    Change vs previous 13F +331 shares

    0.61% of the 13F portfolio, value $5,065,138.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 39,271 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $5,192,082.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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