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Disclosery

American Capital Advisory, LLC: IDV position timeline

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

American Capital Advisory, LLC held 27,645 IDV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,645 shares
    Change vs previous 13F -188 shares

    0.42% of the 13F portfolio, value $1,145,333.

    13F-HR 0002018007-26-000003 filed by American Capital Advisory, 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 27,833 shares
    Change vs previous 13F -139 shares

    0.48% of the 13F portfolio, value $1,184,573.

    13F-HR 0002018007-26-000002 filed by American Capital Advisory, 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 27,972 shares
    Change vs previous 13F +70 shares

    0.48% of the 13F portfolio, value $1,103,496.

    13F-HR 0002018007-26-000001 filed by American Capital Advisory, 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 27,902 shares
    Change vs previous 13F +67 shares

    0.47% of the 13F portfolio, value $1,019,819.

    13F-HR 0002018007-25-000005 filed by American Capital Advisory, 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 27,835 shares
    Change vs previous 13F -524 shares

    0.48% of the 13F portfolio, value $960,586.

    13F-HR 0002018007-25-000004 filed by American Capital Advisory, 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 28,359 shares
    Change vs previous 13F -492 shares

    0.47% of the 13F portfolio, value $879,697.

    13F-HR 0002018007-25-000003 filed by American Capital Advisory, 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 28,851 shares
    Change vs previous 13F -2,440 shares

    0.44% of the 13F portfolio, value $789,941.

    13F-HR 0002018007-25-000001 filed by American Capital Advisory, 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 31,291 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $945,927.

    13F-HR 0002018007-24-000005 filed by American Capital Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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