Daner Wealth Management, LLC: IDMO position timeline

Daner Wealth Management, LLC held 13,278 IDMO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 13,278 shares

   Change vs previous 13F -584 shares

   0.45% of the 13F portfolio, value $839,164.

   13F-HR 0001956649-26-000003 filed by Daner Wealth Management, LLC
   Filed 2026-08-14 (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 13,862 shares

   Change vs previous 13F +1,080 shares

   0.49% of the 13F portfolio, value $837,427.

   13F-HR 0001956649-26-000002 filed by Daner Wealth Management, LLC
   Filed 2026-05-13 (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 12,782 shares

   Change vs previous 13F -37 shares

   0.46% of the 13F portfolio, value $756,418.

   13F-HR 0001956649-26-000001 filed by Daner Wealth Management, LLC
   Filed 2026-02-11 (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 12,819 shares

   Change vs previous 13F -300 shares

   0.44% of the 13F portfolio, value $676,972.

   13F-HR 0001956649-25-000006 filed by Daner Wealth Management, LLC
   Filed 2025-10-21 (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 13,119 shares

   Change vs previous 13F not available

   0.48% of the 13F portfolio, value $690,595.

   13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
   Filed 2025-08-13 (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).