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Disclosery

TRUE Private Wealth Advisors: IBMP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on IBMP, newest first. How the timeline and the estimate are built.

TRUE Private Wealth Advisors held 61,037 IBMP 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 61,037 shares
    Change vs previous 13F +20,665 shares

    0.13% of the 13F portfolio, value $1,551,562.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 40,372 shares
    Change vs previous 13F +3,919 shares

    0.1% of the 13F portfolio, value $1,027,074.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 36,453 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $925,546.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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