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TRUE Private Wealth Advisors: IBTH position timeline

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

TRUE Private Wealth Advisors held 222,052 IBTH 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 222,052 shares
    Change vs previous 13F -1,455,971 shares

    0.43% of the 13F portfolio, value $4,967,298.

    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 1,678,023 shares
    Change vs previous 13F -271,862 shares

    3.59% of the 13F portfolio, value $37,638,078.

    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 1,949,885 shares
    Change vs previous 13F -25,343 shares

    4.39% of the 13F portfolio, value $43,813,919.

    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).

  4. period ended2025-09-30
    13F 1,975,228 shares
    Change vs previous 13F -4,405 shares

    4.54% of the 13F portfolio, value $44,482,138.

    13F-HR 0001172661-25-005117 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).

  5. period ended2025-06-30
    13F 1,979,633 shares
    Change vs previous 13F +583,522 shares

    5% of the 13F portfolio, value $44,521,945.

    13F-HR 0001172661-25-003025 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).

  6. period ended2025-03-31
    13F 1,396,111 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $31,300,811.

    13F-HR 0001172661-25-002148 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).