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DRIVE WEALTH MANAGEMENT, LLC: CDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DRIVE WEALTH MANAGEMENT, LLC on CDX, newest first. How the timeline and the estimate are built.

DRIVE WEALTH MANAGEMENT, LLC held 374,924 CDX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 374,924 shares
    Change vs previous 13F -21,587 shares

    1.41% of the 13F portfolio, value $7,918,394.

    13F-HR 0001754960-26-000602 filed by DRIVE WEALTH MANAGEMENT, 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 396,511 shares
    Change vs previous 13F +24,259 shares

    1.79% of the 13F portfolio, value $8,461,532.

    13F-HR 0001754960-26-000239 filed by DRIVE WEALTH MANAGEMENT, 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 372,252 shares
    Change vs previous 13F +237,952 shares

    1.62% of the 13F portfolio, value $8,290,064.

    13F-HR 0001754960-26-000152 filed by DRIVE WEALTH MANAGEMENT, 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 134,300 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,076,803.

    13F-HR 0001754960-25-000737 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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