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Disclosery

AGILIS PARTNERS LLC: IDV position timeline

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

AGILIS PARTNERS LLC held 267,395 IDV shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 267,395 shares
    Change vs previous 13F +5,483 shares

    2.2% of the 13F portfolio, value $7,321,275.

    13F-HR 0001633903-25-000001 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 261,912 shares
    Change vs previous 13F -7,068,507 shares

    2.22% of the 13F portfolio, value $7,917,600.

    13F-HR 0001633903-24-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 7,330,419 shares
    Change vs previous 13F +7,065,496 shares

    2.26% of the 13F portfolio, value $7,428,441.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 264,923 shares
    Change vs previous 13F -17,135 shares

    1.9% of the 13F portfolio, value $7,428,441.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 282,058 shares
    Change vs previous 13F +1,460 shares

    2.08% of the 13F portfolio, value $7,894,803.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 280,598 shares
    Change vs previous 13F -8,312 shares

    2.57% of the 13F portfolio, value $7,127,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 288,910 shares
    Change vs previous 13F +178,245 shares

    2.97% of the 13F portfolio, value $7,607,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 110,665 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,042,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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