IBP β€” INSTALLED BLDG PRODS INC

Ownership history in Grant Private Wealth Management Inc  Β·  3 quarters on record

AI Ownership Summary

Grant Private Wealth Management Inc reported INSTALLED BLDG PRODS INC (IBP) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.16% in 2025 Q4. The latest visible filing shows IBP at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grant Private Wealth Management Inc's position in INSTALLED BLDG PRODS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBP was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grant Private Wealth Management Inc held IBP β€” position size vs. price
% of Fund (quarterly)    IBP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,031 β€” 0% 0.15% $273K 2026-04-14 $288.98
2025 Q4 UNCHANGED 1,031 β€” 0% 0.16% $267K 2026-01-05 $271.97
2025 Q3 INITIATED 1,031 β€” β€” 0.16% $254K 2025-10-07 $232.93

FAQ About Grant Private Wealth Management Inc and IBP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grant Private Wealth Management Inc reported owning IBP?

Grant Private Wealth Management Inc reported IBP across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported IBP position in Grant Private Wealth Management Inc's portfolio?

The largest reported portfolio weight for IBP was 0.16% in 2025 Q4.

What is the latest reported IBP position on this page?

The most recent filing on this page is 2026 Q1, when Grant Private Wealth Management Inc reported 1,031 shares, equal to 0.15% of portfolio, with an estimated market value of $273K.

What does the chart on this IBP ownership page compare?

The chart compares Grant Private Wealth Management Inc's quarterly IBP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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