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WALLER FINANCIAL PLANNING GROUP, INC: IGEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on IGEB, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 603,278 IGEB shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 603,278 shares
    Change vs previous 13F -21,008 shares

    5.24% of the 13F portfolio, value $25,814,264.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 624,286 shares
    Change vs previous 13F +11,920 shares

    5.8% of the 13F portfolio, value $28,161,560.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    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 612,366 shares
    Change vs previous 13F +33,402 shares

    6.09% of the 13F portfolio, value $27,593,197.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 578,964 shares
    Change vs previous 13F +72,893 shares

    5.87% of the 13F portfolio, value $26,435,481.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 506,071 shares
    Change vs previous 13F +10,912 shares

    5.35% of the 13F portfolio, value $23,302,019.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 495,159 shares
    Change vs previous 13F +6,543 shares

    5.44% of the 13F portfolio, value $22,500,029.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    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 488,616 shares
    Change vs previous 13F -14,699 shares

    6.18% of the 13F portfolio, value $21,992,611.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 503,315 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $22,327,055.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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