Koesten, Hirschmann & Crabtree, INC. IBDT — ISHARES TR

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  9 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported ISHARES TR (IBDT) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2026 Q2. The latest visible filing shows IBDT at 0.14% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koesten, Hirschmann & Crabtree, INC.'s position in ISHARES TR, 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 Q2

IBDT was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

IBDT stock page Koesten, Hirschmann & Crabtree, INC. fund profile Koesten, Hirschmann & Crabtree, INC. full holdings
How Koesten, Hirschmann & Crabtree, INC. held IBDT — position size vs. price
% of Fund (quarterly)    IBDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 13,139 +7,999 +155.6% 0.14% $332K 2026-07-20 $24.98
2025 Q3 UNCHANGED — — — 5,140 — 0% 0.06% $131K 2025-11-05 $24.45
2025 Q2 UNCHANGED — — — 5,140 — 0% 0.07% $131K 2025-08-15 $24.22
2025 Q1 ADDED — — — 5,140 +180 +3.6% 0.07% $130K 2025-04-23 $23.57
2024 Q4 UNCHANGED — — — 4,960 — 0% 0.07% $124K 2025-02-14 $23.30
2024 Q3 UNCHANGED — — — 4,960 — 0% 0.07% $127K 2024-11-04 $23.04
2024 Q2 UNCHANGED — — — 4,960 — 0% 0.08% $124K 2024-09-09 $23.24
2024 Q1 UNCHANGED — — — 4,960 — 0% 0.08% $124K 2024-05-22 $22.21
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBDT

As of 2026 Q2 — sorted by position size

TABR Capital Management, LLC 20.37% EIGHT 31 FINANCIAL, LLC 4.82% Breachway Investments LLC 4.54% Gratus Wealth Advisors, LLC 4.53% Twin Cities Retirement Group LLC 4.07% ARCADIA INVESTMENT ADVISORS LLC 3.94% Peloton Wealth Strategists 3Y 7Y 3.84% Windsor Capital Management, LLC 3Y 7Y 3.39% PFG Private Wealth Management, LLC 3Y 3.34% InvesTrust 3.23%

FAQ About Koesten, Hirschmann & Crabtree, INC. and IBDT

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

How long has Koesten, Hirschmann & Crabtree, INC. reported owning IBDT?

Koesten, Hirschmann & Crabtree, INC. reported IBDT across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IBDT position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for IBDT was 0.14% in 2026 Q2.

What is the latest reported IBDT position on this page?

The most recent filing on this page is 2026 Q2, when Koesten, Hirschmann & Crabtree, INC. reported 13,139 shares, equal to 0.14% of portfolio, with an estimated market value of $332K.

What does the chart on this IBDT ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'s quarterly IBDT 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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