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Continuum Advisory, LLC: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Continuum Advisory, LLC on IDV, newest first. How the timeline and the estimate are built.

Continuum Advisory, LLC held 8,105 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,105 shares
    Change vs previous 13F -518 shares

    0.03% of the 13F portfolio, value $335,809.

    13F-HR 0001420506-26-001438 filed by Continuum Advisory, 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 8,623 shares
    Change vs previous 13F +25 shares

    0.04% of the 13F portfolio, value $367,014.

    13F-HR 0001420506-26-000704 filed by Continuum Advisory, 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 8,598 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $339,209.

    13F-HR 0001420506-26-000267 filed by Continuum Advisory, 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 8,598 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $314,273.

    13F-HR 0001420506-25-002870 filed by Continuum Advisory, 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 8,598 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $296,732.

    13F-HR 0001420506-25-001895 filed by Continuum Advisory, 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 8,598 shares
    Change vs previous 13F +327 shares

    0.03% of the 13F portfolio, value $266,724.

    13F-HR 0001420506-25-000801 filed by Continuum Advisory, 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 8,271 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $226,472.

    13F-HR 0001420506-25-000628 filed by Continuum Advisory, 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 8,271 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $231,104.

    13F-HR 0001420506-24-002589 filed by Continuum Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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