TRUE Private Wealth Advisors: IBIG position timeline

TRUE Private Wealth Advisors held 1,308,162 IBIG 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 1,308,162 shares

   Change vs previous 13F -84,580 shares

   2.96% of the 13F portfolio, value $34,352,332.

   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 1,392,742 shares

   Change vs previous 13F -105,634 shares

   3.49% of the 13F portfolio, value $36,570,353.

   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 1,498,376 shares

   Change vs previous 13F +18,420 shares

   3.91% of the 13F portfolio, value $39,032,690.

   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 1,479,956 shares

   Change vs previous 13F -6,396 shares

   4.03% of the 13F portfolio, value $39,485,237.

   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 1,486,352 shares

   Change vs previous 13F not available

   4.42% of the 13F portfolio, value $39,328,882.

   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).