TRUE Private Wealth Advisors: IBIE position timeline

TRUE Private Wealth Advisors held 1,288,159 IBIE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,288,159 shares

   Change vs previous 13F -192,123 shares

   2.92% of the 13F portfolio, value $33,878,590.

   13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,480,282 shares

   Change vs previous 13F -148,084 shares

   3.7% of the 13F portfolio, value $38,842,616.

   13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,628,366 shares

   Change vs previous 13F +2,690 shares

   4.24% of the 13F portfolio, value $42,298,444.

   13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,625,676 shares

   Change vs previous 13F +1,518 shares

   4.39% of the 13F portfolio, value $43,007,272.

   13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,624,158 shares

   Change vs previous 13F not available

   4.8% of the 13F portfolio, value $42,682,860.

   13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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