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Wilkins Miller Wealth Management, LLC: IBDU position timeline

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

Wilkins Miller Wealth Management, LLC held 179,229 IBDU 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 179,229 shares
    Change vs previous 13F +3,047 shares

    2.3% of the 13F portfolio, value $4,066,702.

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

  2. period ended2026-06-30
    13F 176,182 shares
    Change vs previous 13F +49 shares

    2.24% of the 13F portfolio, value $4,080,369.

    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 176,133 shares
    Change vs previous 13F -2,122 shares

    2.48% of the 13F portfolio, value $4,096,852.

    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 178,255 shares
    Change vs previous 13F +8,113 shares

    2.48% of the 13F portfolio, value $4,172,075.

    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 170,142 shares
    Change vs previous 13F -6,162 shares

    2.47% of the 13F portfolio, value $3,993,241.

    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 176,304 shares
    Change vs previous 13F -3,460 shares

    2.8% of the 13F portfolio, value $4,113,178.

    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 179,764 shares
    Change vs previous 13F +4,343 shares

    3.13% of the 13F portfolio, value $4,157,962.

    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 175,421 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $3,999,610.

    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).