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COLTON GROOME FINANCIAL ADVISORS, LLC: IDEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLTON GROOME FINANCIAL ADVISORS, LLC on IDEV, newest first. How the timeline and the estimate are built.

COLTON GROOME FINANCIAL ADVISORS, LLC held 8,006 IDEV shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,006 shares
    Change vs previous 13F -63 shares

    0.17% of the 13F portfolio, value $716,377.

    13F-HR 0001780330-26-000005 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,069 shares
    Change vs previous 13F -1,019 shares

    0.17% of the 13F portfolio, value $718,222.

    13F-HR 0001780330-26-000004 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,088 shares
    Change vs previous 13F -519 shares

    0.22% of the 13F portfolio, value $759,484.

    13F-HR 0001780330-26-000003 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,607 shares
    Change vs previous 13F -2,877 shares

    0.23% of the 13F portfolio, value $792,385.

    13F-HR 0001780330-26-000001 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,484 shares
    Change vs previous 13F -1,284 shares

    0.31% of the 13F portfolio, value $1,000,842.

    13F-HR 0001780330-25-000008 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,768 shares
    Change vs previous 13F +2,383 shares

    0.35% of the 13F portfolio, value $1,046,919.

    13F-HR 0001780330-25-000006 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,385 shares
    Change vs previous 13F +6,917 shares

    0.32% of the 13F portfolio, value $815,394.

    13F-HR 0001780330-25-000005 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,468 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $288,052.

    13F-HR 0001780330-25-000001 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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