Ellsworth Advisors, LLC

SEC CIK: 0001843553
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

ISTR holding history

Investar Holding Corp in every 13F filed by Ellsworth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISTR overview All 13F holders of ISTR Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2022

Holdings of ISTR by Ellsworth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−18,136−100.0%	Sold out	Holders
Q1 2023	18,136	$253.2K	0.1%	+1,054+6.2%	Added	Holders
Q4 2022	17,082	$367.1K	0.1%	+208+1.2%	Added	Holders
Q3 2022	16,874	$336.0K	0.1%	+16,874	New	Holders