Position in IBN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$20,321
-$5,579 QoQ
Shares Held
700
-30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#450
of 512 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ameliora Wealth Management Ltd. holds $345,710 across 4 Banks - Regional names. IBN ranks #4 (5.9% of the industry book) .
All Filings in IBN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,321 | 700 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $25,900 | 1,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $81,950 | 2,750 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $83,132 | 2,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $92,510 | 2,750 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $86,680 | 2,750 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $82,115 | 2,750 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $28,044 | 1,213 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||