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Disclosery

Decker Retirement Planning Inc.: IDLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Decker Retirement Planning Inc. on IDLV, newest first. How the timeline and the estimate are built.

Decker Retirement Planning Inc. held 52,851 IDLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,851 shares
    Change vs previous 13F +10,389 shares

    0.62% of the 13F portfolio, value $1,823,028.

    13F-HR 0001975700-26-000013 filed by Decker Retirement Planning Inc.
    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 42,462 shares
    Change vs previous 13F +1,745 shares

    0.66% of the 13F portfolio, value $1,462,975.

    13F-HR 0001975700-26-000012 filed by Decker Retirement Planning Inc.
    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 40,717 shares
    Change vs previous 13F +4,334 shares

    0.69% of the 13F portfolio, value $1,380,304.

    13F-HR 0001975700-26-000001 filed by Decker Retirement Planning Inc.
    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 36,383 shares
    Change vs previous 13F -2,173 shares

    0.67% of the 13F portfolio, value $1,218,832.

    13F-HR 0001975700-25-000005 filed by Decker Retirement Planning Inc.
    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 38,556 shares
    Change vs previous 13F +38,178 shares

    0.74% of the 13F portfolio, value $1,277,172.

    13F-HR 0001975700-25-000004 filed by Decker Retirement Planning Inc.
    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 378 shares
    Change vs previous 13F -102 shares

    0.01% of the 13F portfolio, value $11,463.

    13F-HR 0001975700-25-000003 filed by Decker Retirement Planning Inc.
    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 480 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,356.

    13F-HR 0001975700-25-000001 filed by Decker Retirement Planning Inc.
    Filed (acceptance time not in the bulk data set), ingested

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