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TRUE Private Wealth Advisors: IBMR position timeline

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

TRUE Private Wealth Advisors held 63,570 IBMR 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 63,570 shares
    Change vs previous 13F +23,241 shares

    0.14% of the 13F portfolio, value $1,614,033.

    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 40,329 shares
    Change vs previous 13F +3,893 shares

    0.1% of the 13F portfolio, value $1,022,354.

    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 36,436 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $926,573.

    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).