Security record · archived quarter
IBOT
name pending profile ingest
2Tracked holders
0Δ holders
8.22KShares held
$534,318Reported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 8.22K | $534,318 | n/a | n/a |
| Q2 2026 | 13 | +7 | 78.73K | $5.40M | +8 | −1 |
| Q1 2026 | 6 | +3 | 112.76K | $5.99M | +3 | n/a |
| Q4 2025 | 3 | -1 | 58.95K | $3.10M | n/a | −1 |
| Q3 2025 | 2 | 0 | 13.26K | $662,083 | n/a | n/a |
| Q2 2025 | 1 | 0 | 32.99K | $1.52M | n/a | n/a |
| Q1 2025 | 1 | 0 | 108.42K | $4.26M | n/a | n/a |
| Q4 2024 | 1 | +1 | 51.43K | $2.11M | +1 | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 7.38K | +43.7% | $479,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 837 | +41.4% | $54,598 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 335.64K shares, $12.18M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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