Chicago Wealth Management, Inc.: IDV position timeline

Chicago Wealth Management, Inc. held 332,842 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 332,842 shares

   Change vs previous 13F +7,479 shares

   4.89% of the 13F portfolio, value $13,789,652.

   13F-HR 0001592178-26-000004 filed by Chicago Wealth Management, Inc.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 325,363 shares

   Change vs previous 13F +43,316 shares

   5.53% of the 13F portfolio, value $13,847,446.

   13F-HR 0001592178-26-000003 filed by Chicago Wealth Management, Inc.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 282,047 shares

   Change vs previous 13F +9,598 shares

   4.47% of the 13F portfolio, value $11,126,742.

   13F-HR 0001592178-26-000002 filed by Chicago Wealth Management, Inc.
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 272,449 shares

   Change vs previous 13F +8,537 shares

   4.34% of the 13F portfolio, value $9,957,998.

   13F-HR 0001592178-25-000008 filed by Chicago Wealth Management, Inc.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 263,912 shares

   Change vs previous 13F not available

   4.34% of the 13F portfolio, value $9,107,614.

   13F-HR 0001592178-25-000007 filed by Chicago Wealth Management, Inc.
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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