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Disclosery

WRAPMANAGER INC: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WRAPMANAGER INC on IBDR, newest first. How the timeline and the estimate are built.

WRAPMANAGER INC held 72,995 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,995 shares
    Change vs previous 13F -7,831 shares

    0.55% of the 13F portfolio, value $1,768,685.

    13F-HR 0001266014-26-000003 filed by WRAPMANAGER INC
    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 80,826 shares
    Change vs previous 13F +1,983 shares

    0.68% of the 13F portfolio, value $1,959,238.

    13F-HR 0001266014-26-000002 filed by WRAPMANAGER INC
    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 78,843 shares
    Change vs previous 13F -16,870 shares

    0.65% of the 13F portfolio, value $1,910,382.

    13F-HR 0001266014-26-000001 filed by WRAPMANAGER INC
    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 95,713 shares
    Change vs previous 13F -46,350 shares

    0.72% of the 13F portfolio, value $2,325,842.

    13F-HR 0001266014-25-000002 filed by WRAPMANAGER INC
    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 142,063 shares
    Change vs previous 13F +3,160 shares

    0.84% of the 13F portfolio, value $3,445,035.

    13F-HR 0001085146-25-004731 filed by WRAPMANAGER INC
    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 138,903 shares
    Change vs previous 13F +2,392 shares

    0.88% of the 13F portfolio, value $3,362,849.

    13F-HR 0001085146-25-002783 filed by WRAPMANAGER INC
    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 136,511 shares
    Change vs previous 13F +4,931 shares

    0.84% of the 13F portfolio, value $3,285,827.

    13F-HR 0001085146-25-000753 filed by WRAPMANAGER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 131,580 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,197,401.

    13F-HR 0001085146-24-005425 filed by WRAPMANAGER INC
    Filed (acceptance time not in the bulk data set), ingested

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