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Wilkins Miller Wealth Management, LLC: IBDY position timeline

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

Wilkins Miller Wealth Management, LLC held 59,655 IBDY 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 59,655 shares
    Change vs previous 13F -3,183 shares

    0.82% of the 13F portfolio, value $1,460,360.

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

  2. period ended2026-06-30
    13F 62,838 shares
    Change vs previous 13F +1,321 shares

    0.89% of the 13F portfolio, value $1,617,774.

    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 61,517 shares
    Change vs previous 13F +3,286 shares

    0.96% of the 13F portfolio, value $1,590,214.

    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 58,231 shares
    Change vs previous 13F +3,512 shares

    0.91% of the 13F portfolio, value $1,522,171.

    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 54,719 shares
    Change vs previous 13F +13,217 shares

    0.89% of the 13F portfolio, value $1,431,100.

    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 41,502 shares
    Change vs previous 13F -24,048 shares

    0.73% of the 13F portfolio, value $1,075,120.

    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 65,550 shares
    Change vs previous 13F +1,867 shares

    1.26% of the 13F portfolio, value $1,675,482.

    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 63,683 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $1,598,465.

    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).