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Disclosery

BROWN, LISLE/CUMMINGS, INC.: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN, LISLE/CUMMINGS, INC. on IDV, newest first. How the timeline and the estimate are built.

BROWN, LISLE/CUMMINGS, INC. held 13,271 IDV shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,271 shares
    Change vs previous 13F -223 shares

    0.12% of the 13F portfolio, value $549,832.

    13F-HR 0000014745-26-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 13,494 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $574,315.

    13F-HR 0000014745-26-000003 filed by BROWN, LISLE/CUMMINGS, INC.
    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 13,489 shares
    Change vs previous 13F +16 shares

    0.13% of the 13F portfolio, value $532,148.

    13F-HR 0000014745-26-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 13,473 shares
    Change vs previous 13F +10 shares

    0.13% of the 13F portfolio, value $492,450.

    13F-HR 0000014745-25-000008 filed by BROWN, LISLE/CUMMINGS, INC.
    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 13,463 shares
    Change vs previous 13F +24 shares

    0.12% of the 13F portfolio, value $464,591.

    13F-HR 0000014745-25-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    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 13,439 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $416,881.

    13F-HR 0000014745-25-000005 filed by BROWN, LISLE/CUMMINGS, INC.
    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 13,433 shares
    Change vs previous 13F +2,064 shares

    0.11% of the 13F portfolio, value $367,797.

    13F-HR 0000014745-25-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,369 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $343,693.

    13F-HR 0000014745-24-000014 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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