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Wilkins Miller Wealth Management, LLC: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilkins Miller Wealth Management, LLC on IBDT, newest first. How the timeline and the estimate are built.

Wilkins Miller Wealth Management, LLC held 74,944 IBDT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 74,944 shares
    Change vs previous 13F -2,848 shares

    1.06% of the 13F portfolio, value $1,870,602.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 77,792 shares
    Change vs previous 13F +2,713 shares

    1.08% of the 13F portfolio, value $1,964,250.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller Wealth Management, LLC
    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 75,079 shares
    Change vs previous 13F -4,854 shares

    1.15% of the 13F portfolio, value $1,901,763.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 79,933 shares
    Change vs previous 13F +7,705 shares

    1.21% of the 13F portfolio, value $2,034,705.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 72,228 shares
    Change vs previous 13F -1,429 shares

    1.14% of the 13F portfolio, value $1,839,561.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 73,657 shares
    Change vs previous 13F -723 shares

    1.27% of the 13F portfolio, value $1,872,381.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller Wealth Management, LLC
    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 74,380 shares
    Change vs previous 13F +10,021 shares

    1.41% of the 13F portfolio, value $1,878,863.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller Wealth Management, LLC
    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 64,359 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $1,602,558.

    13F-HR 0001172661-25-001337 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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