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Avid Wealth Partners LLC: IEMG position timeline

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

Avid Wealth Partners LLC held 96,827 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,827 shares
    Change vs previous 13F -21,445 shares

    3.88% of the 13F portfolio, value $8,021,168.

    13F-HR 0001992344-26-000007 filed by Avid Wealth 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 ended2026-03-31
    13F 118,272 shares
    Change vs previous 13F +5,245 shares

    3.9% of the 13F portfolio, value $8,249,486.

    13F-HR 0001992344-26-000005 filed by Avid Wealth 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 ended2025-12-31
    13F 113,027 shares
    Change vs previous 13F +1,339 shares

    3.71% of the 13F portfolio, value $7,597,689.

    13F-HR 0001992344-26-000003 filed by Avid Wealth 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 ended2025-09-30
    13F 111,688 shares
    Change vs previous 13F +6,351 shares

    3.66% of the 13F portfolio, value $7,362,440.

    13F-HR 0001992344-25-000009 filed by Avid Wealth 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 ended2025-06-30
    13F 105,337 shares
    Change vs previous 13F +53,358 shares

    3.62% of the 13F portfolio, value $6,323,350.

    13F-HR 0001992344-25-000005 filed by Avid Wealth 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 ended2025-03-31
    13F 51,979 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,805,307.

    13F-HR 0001992344-25-000003 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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