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Disclosery

Cadence Bank: IDV position timeline

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

Cadence Bank held 5,335 IDV shares at 2025-12-31 per its 13F-HR filed 2026-01-30.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,335 shares
    Change vs previous 13F +5,335 shares

    0.01% of the 13F portfolio, value $210,465.

    13F-HR 0001193125-26-030735 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -14,204 shares

    13F-HR 0000950123-25-005221 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 14,204 shares
    Change vs previous 13F -511 shares

    0.03% of the 13F portfolio, value $388,904.

    13F-HR 0000950123-25-002025 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 14,715 shares
    Change vs previous 13F +14,715 shares

    0.03% of the 13F portfolio, value $444,833.

    13F-HR 0000950123-24-011251 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -15,702 shares

    13F-HR 0000950123-24-008206 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-03-31
    13F 15,702 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $440,283.

    13F-HR 0000950123-24-005065 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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