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Benchmark Wealth Management, LLC: IDV position timeline

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

Benchmark Wealth Management, LLC held 14,642 IDV shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 14,642 shares
    Change vs previous 13F +5,681 shares

    0.22% of the 13F portfolio, value $505,292.

    13F-HR 0001788241-25-000004 filed by Benchmark Wealth Management, LLC
    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 8,961 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $277,962.

    13F-HR 0001788241-25-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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