Evensky & Katz LLC: IDEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on IDEV, newest first. How the timeline and the estimate are built.
Evensky & Katz LLC held 17,996 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 17,996 sharesChange vs previous 13F -879 shares
0.08% of the 13F portfolio, value $1,602,000.
13F-HR 0001357867-26-000008 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,875 sharesChange vs previous 13F -2,934 shares
0.09% of the 13F portfolio, value $1,577,000.
13F-HR 0001357867-26-000006 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,809 sharesChange vs previous 13F +122 shares
0.1% of the 13F portfolio, value $1,799,000.
13F-HR 0001357867-26-000003 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,687 sharesChange vs previous 13F -961 shares
0.1% of the 13F portfolio, value $1,739,000.
13F-HR 0001357867-25-000011 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,648 sharesChange vs previous 13F -23,725 shares
0.11% of the 13F portfolio, value $1,722,000.
13F-HR 0001357867-25-000005 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 46,373 sharesChange vs previous 13F -262 shares
0.21% of the 13F portfolio, value $3,195,000.
13F-HR 0001357867-25-000004 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 46,635 sharesChange vs previous 13F -3,619 shares
0.2% of the 13F portfolio, value $3,007,000.
13F-HR 0001357867-25-000003 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 50,254 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $3,559,000.
13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).