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Cedar Wealth Management, LLC: IDHQ position timeline

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

Cedar Wealth Management, LLC held 830,442 IDHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 830,442 shares
    Change vs previous 13F +8,519 shares

    9.33% of the 13F portfolio, value $36,298,639.

    13F-HR 0001665642-26-000004 filed by Cedar 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 821,923 shares
    Change vs previous 13F +1,541 shares

    8.46% of the 13F portfolio, value $29,071,433.

    13F-HR 0001665642-26-000003 filed by Cedar Wealth Management, 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 820,382 shares
    Change vs previous 13F +6,737 shares

    8.63% of the 13F portfolio, value $28,836,435.

    13F-HR 0001665642-26-000001 filed by Cedar Wealth Management, 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 813,645 shares
    Change vs previous 13F +31,046 shares

    8.39% of the 13F portfolio, value $27,379,151.

    13F-HR 0001665642-25-000006 filed by Cedar Wealth Management, 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 782,599 shares
    Change vs previous 13F +579 shares

    8.74% of the 13F portfolio, value $25,810,116.

    13F-HR 0001665642-25-000003 filed by Cedar Wealth Management, 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 782,020 shares
    Change vs previous 13F -4,730 shares

    8.33% of the 13F portfolio, value $23,413,676.

    13F-HR 0001665642-25-000002 filed by Cedar Wealth Management, 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 786,750 shares
    Change vs previous 13F -793 shares

    8.06% of the 13F portfolio, value $22,280,762.

    13F-HR 0001665642-25-000001 filed by Cedar Wealth Management, LLC
    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 787,543 shares
    Change vs previous 13F not available

    7.76% of the 13F portfolio, value $25,012,369.

    13F-HR 0001665642-24-000005 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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