INTELLINETICS, INC. - Common Stock (INLX)

CUSIP: 45825X204

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / Common Stock
Shares outstanding
4,480,093
Total 13F shares
343,021
Share change
+20,721
Total reported value
$3,894,930
Price per share
$11.33
Number of holders
11
Value change
+$234,783
Number of buys
8
Number of sells
2

Security key

45825X204

Report period

Q3 2025

Institutions

11

Top holders

10

Top shareholders of INLX - INTELLINETICS, INC. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Michael N. Taglich
13D/G
Michael Taglich
19%
857,506
$10,633,074 $0 21 Jun 2025
BARD ASSOCIATES INC
13F
Company
4.9%
219,935
$2,749,188 30 Jun 2025
13F
VANGUARD GROUP INC
13F
Company
1.5%
68,198
$852,475 30 Jun 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.58%
25,938
$324,301 30 Jun 2025
13F
AVANTAX ADVISORY SERVICES, INC.
13F
Company
0.25%
11,203
$140,038 30 Jun 2025
13F
BlackRock, Inc.
13F
Company
0.14%
6,199
$77,488 30 Jun 2025
13F
MORGAN STANLEY
13F
Company
0.04%
2,000
$25,000 30 Jun 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0%
24
$300 30 Jun 2025
13F
JPMORGAN CHASE & CO
13F
Company
0%
5
$63 30 Jun 2025
13F
UBS Group AG
13F
Company
0%
1
$13 30 Jun 2025
13F
James F. DeSocio
3/4/5
CHIEF EXECUTIVE OFFICER, Director
mixed-class rows
176,579
mixed-class rows
$949,578 23 Jun 2025
John C. Guttilla
3/4/5
Director
mixed-class rows
35,405
mixed-class rows
$298,860 21 Jun 2025
Roger E. Kahn
3/4/5
Director
mixed-class rows
19,762
mixed-class rows
$46,653 16 Aug 2024
William Cooke
3/4/5
Director
class O/S missing
13,361
$45,294 28 Dec 2023
Rye D'Orazio
3/4/5
Director
class O/S missing
11,209
$37,999 06 Jan 2022
Sophie Pibouin
3/4/5
Director
class O/S missing
9,651
$32,717 06 Jan 2022
Paul Seid
3/4/5
Director
class O/S missing
10,500
21 Jun 2025
Stanley P. Jaworski Jr.
3/4/5
Director
class O/S missing
10,500
21 Jun 2025

Institutional Holders of INTELLINETICS, INC. - Common Stock (INLX) as of Q3 2025

As of 30 Sep 2025, INTELLINETICS, INC. - Common Stock (INLX) was held by 11 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 343,021 shares. The largest 10 holders included BARD ASSOCIATES INC, VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, Cetera Investment Advisers, BlackRock, Inc., UBS Group AG, MORGAN STANLEY, Tower Research Capital LLC (TRC), CITIGROUP INC, and JPMORGAN CHASE & CO. This page lists 11 institutional shareholders reporting positions in this security for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders
9
Q3 2025 holders
11
Holder diff
2
Investor Q2 2025 Shares Q3 2025 Shares Share Diff Share Chg % Q2 2025 Value $ Q3 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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