WRAPMANAGER INC: IBHG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WRAPMANAGER INC on IBHG, newest first. How the timeline and the estimate are built.
WRAPMANAGER INC held 33,213 IBHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 33,213 sharesChange vs previous 13F -3,945 shares
0.23% of the 13F portfolio, value $733,343.
13F-HR 0001266014-26-000003 filed by WRAPMANAGER INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 37,158 sharesChange vs previous 13F +187 shares
0.29% of the 13F portfolio, value $822,307.
13F-HR 0001266014-26-000002 filed by WRAPMANAGER INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,971 sharesChange vs previous 13F -7,692 shares
0.28% of the 13F portfolio, value $825,193.
13F-HR 0001266014-26-000001 filed by WRAPMANAGER INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 44,663 sharesChange vs previous 13F -6,216 shares
0.31% of the 13F portfolio, value $1,004,471.
13F-HR 0001266014-25-000002 filed by WRAPMANAGER INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 50,879 sharesChange vs previous 13F +768 shares
0.28% of the 13F portfolio, value $1,146,813.
13F-HR 0001085146-25-004731 filed by WRAPMANAGER INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 50,111 sharesChange vs previous 13F +1,842 shares
0.29% of the 13F portfolio, value $1,118,728.
13F-HR 0001085146-25-002783 filed by WRAPMANAGER INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 48,269 sharesChange vs previous 13F +2,536 shares
0.27% of the 13F portfolio, value $1,073,503.
13F-HR 0001085146-25-000753 filed by WRAPMANAGER INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 45,733 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $1,033,566.
13F-HR 0001085146-24-005425 filed by WRAPMANAGER INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).