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Disclosery

Arax Advisory Partners: IDV position timeline

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

Arax Advisory Partners held 21,515 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,515 shares
    Change vs previous 13F +20,652 shares

    0.01% of the 13F portfolio, value $891,387.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 863 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $36,730.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 913 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,018.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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