Skip to content
Disclosery

FAMILY WEALTH PARTNERS, LLC: IDEV position timeline

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

FAMILY WEALTH PARTNERS, LLC held 142,445 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,445 shares
    Change vs previous 13F +4,906 shares

    3.89% of the 13F portfolio, value $12,679,011.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH PARTNERS, 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 137,539 shares
    Change vs previous 13F +16,952 shares

    3.92% of the 13F portfolio, value $11,490,390.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH PARTNERS, 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 120,587 shares
    Change vs previous 13F -2,634 shares

    3.58% of the 13F portfolio, value $9,946,000.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH PARTNERS, 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 123,221 shares
    Change vs previous 13F -1,247 shares

    3.7% of the 13F portfolio, value $9,878,646.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH PARTNERS, 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 124,468 shares
    Change vs previous 13F +3,100 shares

    3.79% of the 13F portfolio, value $9,464,562.

    13F-HR 0001754960-25-000372 filed by FAMILY WEALTH PARTNERS, 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 121,368 shares
    Change vs previous 13F +8,243 shares

    3.82% of the 13F portfolio, value $8,361,015.

    13F-HR 0001754960-25-000212 filed by FAMILY WEALTH PARTNERS, LLC
    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 113,125 shares
    Change vs previous 13F +23,456 shares

    3.47% of the 13F portfolio, value $7,293,144.

    13F-HR 0001754960-25-000029 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 89,669 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $6,351,269.

    13F-HR 0001754960-24-000483 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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