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Brady Martz Wealth Solutions, LLC: IDV position timeline

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

Brady Martz Wealth Solutions, LLC held 91,732 IDV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,732 shares
    Change vs previous 13F +2,318 shares

    0.57% of the 13F portfolio, value $3,800,456.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 89,414 shares
    Change vs previous 13F +430 shares

    0.65% of the 13F portfolio, value $3,805,444.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 88,984 shares
    Change vs previous 13F +1,327 shares

    0.62% of the 13F portfolio, value $3,510,413.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 87,657 shares
    Change vs previous 13F +909 shares

    0.58% of the 13F portfolio, value $3,203,873.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 86,748 shares
    Change vs previous 13F +1,970 shares

    0.58% of the 13F portfolio, value $2,993,673.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 84,778 shares
    Change vs previous 13F +508 shares

    0.6% of the 13F portfolio, value $2,629,805.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 84,270 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,298,881.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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