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Wilkins Miller Wealth Management, LLC: IBDV position timeline

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

Wilkins Miller Wealth Management, LLC held 257,760 IBDV 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 257,760 shares
    Change vs previous 13F +1,459 shares

    3.08% of the 13F portfolio, value $5,449,038.

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

  2. period ended2026-06-30
    13F 256,301 shares
    Change vs previous 13F -587 shares

    3.07% of the 13F portfolio, value $5,587,363.

    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 256,888 shares
    Change vs previous 13F +4,080 shares

    3.4% of the 13F portfolio, value $5,623,272.

    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 252,808 shares
    Change vs previous 13F +6,728 shares

    3.32% of the 13F portfolio, value $5,579,493.

    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 246,080 shares
    Change vs previous 13F +803 shares

    3.38% of the 13F portfolio, value $5,452,061.

    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 245,277 shares
    Change vs previous 13F -11,444 shares

    3.67% of the 13F portfolio, value $5,391,207.

    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 256,721 shares
    Change vs previous 13F -4,770 shares

    4.19% of the 13F portfolio, value $5,575,989.

    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 261,491 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $5,585,470.

    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).