IBP INSTALLED BLDG PRODS INC

Ownership history in Windsor Advisory Group, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Windsor Advisory Group, LLC reported a position in INSTALLED BLDG PRODS INC (IBP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.51% (2024 Q1)
Avg. % of fund
1.28%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,972 0% 1.15% $1.3M $257.30
2025 Q3 ADDED 4,972 +598 +13.7% 1.09% $1.2M $244.34
2025 Q2 UNCHANGED 4,374 0% 1.12% $789K $178.38
2025 Q1 UNCHANGED 4,374 0% 0.97% $750K $169.25
2024 Q4 UNCHANGED 4,374 0% 0.89% $767K $170.86
2024 Q3 UNCHANGED 4,374 0% 1.22% $1.1M $239.70
2024 Q2 ADDED 4,374 +934 +27.2% 1.80% $900K $199.86
2024 Q1 UNCHANGED 3,440 0% 2.51% $890K $251.01
2023 Q4 UNCHANGED 3,440 0% 1.87% $629K $175.94
2023 Q3 UNCHANGED 3,440 0% 1.02% $430K $119.95
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBP price (monthly, adj. close)
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