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True Link Financial Advisors, LLC: IBTG position timeline

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

True Link Financial Advisors, LLC held 127,979 IBTG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 127,979 shares
    Change vs previous 13F -32,529 shares

    0.17% of the 13F portfolio, value $2,929,439.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, 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/A 160,508 shares
    Change vs previous 13F +24,168 shares

    0.23% of the 13F portfolio, value $3,678,041.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial Advisors, 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 136,340 shares
    Change vs previous 13F +69,477 shares

    0.19% of the 13F portfolio, value $3,118,778.

    13F-HR 0001846236-26-000001 filed by True Link Financial Advisors, 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 66,863 shares
    Change vs previous 13F -24,318 shares

    0.1% of the 13F portfolio, value $1,534,506.

    13F-HR 0001846236-25-000009 filed by True Link Financial Advisors, 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 91,181 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,090,780.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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