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Disclosery

Elite Financial, Inc.: IDV position timeline

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

Elite Financial, Inc. held 34,845 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,845 shares
    Change vs previous 13F -350 shares

    0.58% of the 13F portfolio, value $1,443,000.

    13F-HR 0002059349-26-000003 filed by Elite Financial, 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 35,195 shares
    Change vs previous 13F -1,050 shares

    0.67% of the 13F portfolio, value $1,497,000.

    13F-HR 0002059349-26-000002 filed by Elite Financial, 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 36,245 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,429,000.

    13F-HR 0002059349-26-000001 filed by Elite Financial, 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 36,245 shares
    Change vs previous 13F -1,100 shares

    0.63% of the 13F portfolio, value $1,378,000.

    13F-HR 0002059349-25-000005 filed by Elite Financial, 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 37,345 shares
    Change vs previous 13F +1,300 shares

    0.65% of the 13F portfolio, value $1,318,000.

    13F-HR 0002059349-25-000002 filed by Elite Financial, 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 36,045 shares
    Change vs previous 13F -1,366 shares

    0.59% of the 13F portfolio, value $1,118,000.

    13F-HR 0002057074-25-000003 filed by Elite Financial, 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 37,411 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,024,000.

    13F-HR 0002059349-25-000001 filed by Elite Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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