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Disclosery

Enclave Advisors LLC: IDV position timeline

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

Enclave Advisors LLC held 241,193 IDV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241,193 shares
    Change vs previous 13F +64,321 shares

    1.3% of the 13F portfolio, value $9,992,614.

    13F-HR 0001754960-26-000518 filed by Enclave Advisors 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 176,872 shares
    Change vs previous 13F +35,487 shares

    1.07% of the 13F portfolio, value $7,527,672.

    13F-HR 0001754960-26-000223 filed by Enclave Advisors 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 141,385 shares
    Change vs previous 13F +15,923 shares

    0.79% of the 13F portfolio, value $5,577,654.

    13F-HR 0001754960-26-000046 filed by Enclave Advisors 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 125,462 shares
    Change vs previous 13F +14,586 shares

    0.7% of the 13F portfolio, value $4,585,631.

    13F-HR 0001754960-25-000665 filed by Enclave Advisors 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 110,876 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,826,320.

    13F-HR 0001754960-25-000422 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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