Mason & Associates (California)’s Impact BioMedical IBO Stock Holding History

Mason & Associates (California)’s Portfolio IBO Stock Details IBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.6K	Hold	10,000	–	–	﹤0.01%	161
2026 Q1	$5.85K	Hold	10,000	–	–	﹤0.01%	160
2025 Q4	$5.05K	Hold	10,000	–	–	﹤0.01%	157
2025 Q3	$6.65K	Buy	+10,000	New	+$6.31K	﹤0.01%	133

Other funds holding IBO

GTAM

Global Trust Asset Management West Palm Beach, Florida $320M AUM 83.68% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Mason & Associates (California)'s IBO Position: Q2 2026 in Review

Mason & Associates (California) held its Impact BioMedical (IBO) position steady in Q2 2026 at 10,000 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Mason & Associates (California) first reported a position in IBO in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.65K in Q3 2025. 4 funds tracked by Wall St. Rank hold IBO as of Q2 2026.

Mason & Associates (California) held 10,000 shares of Impact BioMedical worth $4.6K as of Q2 2026.
Mason & Associates (California) left its Impact BioMedical share count unchanged in Q2 2026.
Impact BioMedical made up ﹤0.01% of Mason & Associates (California)'s portfolio in Q2 2026, its #161 holding.
Mason & Associates (California) first reported a position in Impact BioMedical in Q3 2025 and has held it in 4 quarters since.
Mason & Associates (California)'s Impact BioMedical position peaked at $6.65K in Q3 2025.
4 funds tracked by Wall St. Rank held Impact BioMedical as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.