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Wealthspire Advisors, LLC: IBTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on IBTI, newest first. How the timeline and the estimate are built.

Wealthspire Advisors, LLC held 33,170 IBTI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,170 shares
    Change vs previous 13F +452 shares

    <0.01% of the 13F portfolio, value $734,384.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    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 32,718 shares
    Change vs previous 13F +16,529 shares

    0.01% of the 13F portfolio, value $729,056.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    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 16,189 shares
    Change vs previous 13F +3,186 shares

    <0.01% of the 13F portfolio, value $362,067.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    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 13,003 shares
    Change vs previous 13F +688 shares

    <0.01% of the 13F portfolio, value $291,073.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    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 12,315 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $275,364.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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