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TRUE Private Wealth Advisors: IBTJ position timeline

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

TRUE Private Wealth Advisors held 1,669,970 IBTJ 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 1,669,970 shares
    Change vs previous 13F -152,308 shares

    3.12% of the 13F portfolio, value $36,154,841.

    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 1,822,278 shares
    Change vs previous 13F -112,531 shares

    3.79% of the 13F portfolio, value $39,804,024.

    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 1,934,809 shares
    Change vs previous 13F -19,950 shares

    4.25% of the 13F portfolio, value $42,459,390.

    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 1,954,759 shares
    Change vs previous 13F +14,688 shares

    4.38% of the 13F portfolio, value $42,916,744.

    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 1,940,071 shares
    Change vs previous 13F +431,583 shares

    4.78% of the 13F portfolio, value $42,526,350.

    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 1,508,488 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $32,839,773.

    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).