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Bright Futures Wealth Management, LLC.: IDVO position timeline

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

Bright Futures Wealth Management, LLC. held 24,527 IDVO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,527 shares
    Change vs previous 13F -2,900 shares

    0.67% of the 13F portfolio, value $1,030,134.

    13F-HR 0001803980-26-000004 filed by Bright Futures 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 ended2026-03-31
    13F 27,427 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,109,971.

    13F-HR 0001803980-26-000002 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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