Skip to content
Disclosery

Unified Investment Management: IBTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Unified Investment Management on IBTG, newest first. How the timeline and the estimate are built.

Unified Investment Management held 11,323 IBTG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,323 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $259,070.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,323 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $259,183.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,323 shares
    Change vs previous 13F +2,560 shares

    0.27% of the 13F portfolio, value $259,467.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,763 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $200,454.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,763 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $201,111.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,763 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $200,936.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,763 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $201,023.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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