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Disclosery

180 WEALTH ADVISORS, LLC: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on IDV, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 54,174 IDV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,174 shares
    Change vs previous 13F -8,477 shares

    0.23% of the 13F portfolio, value $2,244,449.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,651 shares
    Change vs previous 13F +1,175 shares

    0.3% of the 13F portfolio, value $2,666,413.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 61,476 shares
    Change vs previous 13F -1,260 shares

    0.28% of the 13F portfolio, value $2,425,239.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 62,736 shares
    Change vs previous 13F -3,054 shares

    0.28% of the 13F portfolio, value $2,292,993.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,790 shares
    Change vs previous 13F +30 shares

    0.32% of the 13F portfolio, value $2,270,402.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 65,760 shares
    Change vs previous 13F -1,104 shares

    0.32% of the 13F portfolio, value $2,039,863.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 66,864 shares
    Change vs previous 13F +305 shares

    0.29% of the 13F portfolio, value $1,830,730.

    13F-HR 0001085146-25-000154 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 66,559 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,012,086.

    13F-HR 0001085146-24-005280 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).