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VALICENTI ADVISORY SERVICES INC: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALICENTI ADVISORY SERVICES INC on IBB, newest first. How the timeline and the estimate are built.

VALICENTI ADVISORY SERVICES INC held 13,280 IBB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,280 shares
    Change vs previous 13F -15 shares

    0.48% of the 13F portfolio, value $2,526,000.

    13F-HR 0001080201-26-000004 filed by VALICENTI ADVISORY SERVICES INC
    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 13,295 shares
    Change vs previous 13F -225 shares

    0.49% of the 13F portfolio, value $2,245,000.

    13F-HR 0001080201-26-000002 filed by VALICENTI ADVISORY SERVICES INC
    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 13,520 shares
    Change vs previous 13F -405 shares

    0.48% of the 13F portfolio, value $2,282,000.

    13F-HR 0001080201-26-000001 filed by VALICENTI ADVISORY SERVICES INC
    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 13,925 shares
    Change vs previous 13F -765 shares

    0.43% of the 13F portfolio, value $2,010,000.

    13F-HR 0001080201-25-000006 filed by VALICENTI ADVISORY SERVICES INC
    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 14,690 shares
    Change vs previous 13F -380 shares

    0.43% of the 13F portfolio, value $1,858,000.

    13F-HR 0001080201-25-000004 filed by VALICENTI ADVISORY SERVICES INC
    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 15,070 shares
    Change vs previous 13F -540 shares

    0.5% of the 13F portfolio, value $1,927,000.

    13F-HR 0001080201-25-000002 filed by VALICENTI ADVISORY SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,610 shares
    Change vs previous 13F -70 shares

    0.51% of the 13F portfolio, value $2,064,000.

    13F-HR 0001080201-25-000001 filed by VALICENTI ADVISORY SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,680 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,283,000.

    13F-HR 0001080201-24-000005 filed by VALICENTI ADVISORY SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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