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DRIVE WEALTH MANAGEMENT, LLC: IBDW position timeline

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

DRIVE WEALTH MANAGEMENT, LLC held 63,169 IBDW 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 63,169 shares
    Change vs previous 13F -232 shares

    0.23% of the 13F portfolio, value $1,316,441.

    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 63,401 shares
    Change vs previous 13F -11,332 shares

    0.28% of the 13F portfolio, value $1,326,976.

    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 74,733 shares
    Change vs previous 13F -6,950 shares

    0.31% of the 13F portfolio, value $1,580,603.

    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 81,683 shares
    Change vs previous 13F -117 shares

    0.37% of the 13F portfolio, value $1,733,308.

    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).

  5. period ended2025-06-30
    13F 81,800 shares
    Change vs previous 13F -1,417 shares

    0.38% of the 13F portfolio, value $1,721,070.

    13F-HR 0001754960-25-000500 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).

  6. period ended2025-03-31
    13F 83,217 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,726,746.

    13F-HR 0001754960-25-000281 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).