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Wealthstar Advisors, LLC: IBDV position timeline

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

Wealthstar Advisors, LLC held 95,023 IBDV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,023 shares
    Change vs previous 13F +10,817 shares

    1.03% of the 13F portfolio, value $2,071,506.

    13F-HR 0002085853-26-000912 filed by Wealthstar 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 84,206 shares
    Change vs previous 13F +2,404 shares

    1.1% of the 13F portfolio, value $1,843,259.

    13F-HR 0002085853-26-000514 filed by Wealthstar 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 81,802 shares
    Change vs previous 13F -9,326 shares

    0.98% of the 13F portfolio, value $1,805,368.

    13F-HR 0002085853-26-000148 filed by Wealthstar 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 91,128 shares
    Change vs previous 13F +213 shares

    0.8% of the 13F portfolio, value $2,018,495.

    13F-HR 0002085853-25-000254 filed by Wealthstar 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 90,915 shares
    Change vs previous 13F -15,907 shares

    0.75% of the 13F portfolio, value $1,998,314.

    13F-HR 0001667731-25-000936 filed by Wealthstar Advisors, LLC
    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 106,822 shares
    Change vs previous 13F +15,755 shares

    1.06% of the 13F portfolio, value $2,320,167.

    13F-HR 0001667731-25-000522 filed by Wealthstar Advisors, LLC
    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 91,067 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,945,188.

    13F-HR 0001667731-25-000148 filed by Wealthstar Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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