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Disclosery

AAF Wealth Management, LLC: IDEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAF Wealth Management, LLC on IDEV, newest first. How the timeline and the estimate are built.

AAF Wealth Management, LLC held 408,779 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 408,779 shares
    Change vs previous 13F -1,343 shares

    13.42% of the 13F portfolio, value $36,385,418.

    13F-HR 0001726609-26-000005 filed by AAF Wealth Management, 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 410,122 shares
    Change vs previous 13F -9,540 shares

    14.06% of the 13F portfolio, value $34,273,855.

    13F-HR 0001726609-26-000002 filed by AAF Wealth Management, 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 419,662 shares
    Change vs previous 13F +14,473 shares

    14.6% of the 13F portfolio, value $34,613,756.

    13F-HR 0001726609-26-000001 filed by AAF Wealth Management, 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 405,189 shares
    Change vs previous 13F +14,697 shares

    14.71% of the 13F portfolio, value $32,483,973.

    13F-HR 0001726609-25-000003 filed by AAF Wealth Management, 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 390,492 shares
    Change vs previous 13F +6,455 shares

    13.53% of the 13F portfolio, value $29,693,050.

    13F-HR 0001085146-25-004526 filed by AAF Wealth Management, 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 384,037 shares
    Change vs previous 13F -10,861 shares

    14.28% of the 13F portfolio, value $26,456,302.

    13F-HR 0001085146-25-003362 filed by AAF Wealth Management, 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/A 394,898 shares
    Change vs previous 13F +24,875 shares

    12.84% of the 13F portfolio, value $25,459,095.

    13F-HR/A 0001085146-25-003382 filed by AAF Wealth Management, 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/A 370,023 shares
    Change vs previous 13F not available

    13.21% of the 13F portfolio, value $26,208,711.

    13F-HR/A 0001085146-25-003381 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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