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FINANCIAL ADVISORY PARTNERS, LLC: IDV position timeline

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

FINANCIAL ADVISORY PARTNERS, LLC held 51,146 IDV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,146 shares
    Change vs previous 13F +1,273 shares

    0.55% of the 13F portfolio, value $2,118,978.

    13F-HR 0001994252-26-000005 filed by FINANCIAL ADVISORY 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 49,873 shares
    Change vs previous 13F +1,861 shares

    0.6% of the 13F portfolio, value $2,122,595.

    13F-HR 0001994252-26-000002 filed by FINANCIAL ADVISORY 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 48,012 shares
    Change vs previous 13F -215 shares

    0.53% of the 13F portfolio, value $1,894,073.

    13F-HR 0001994252-26-000001 filed by FINANCIAL ADVISORY 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 48,227 shares
    Change vs previous 13F +1,150 shares

    0.51% of the 13F portfolio, value $1,762,697.

    13F-HR 0001994252-25-000002 filed by FINANCIAL ADVISORY 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 47,077 shares
    Change vs previous 13F +4,552 shares

    0.51% of the 13F portfolio, value $1,624,627.

    13F-HR 0001085146-25-003786 filed by FINANCIAL ADVISORY 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 42,525 shares
    Change vs previous 13F +15,269 shares

    0.44% of the 13F portfolio, value $1,319,126.

    13F-HR 0001085146-25-002004 filed by FINANCIAL ADVISORY 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 27,256 shares
    Change vs previous 13F +1,705 shares

    0.25% of the 13F portfolio, value $746,269.

    13F-HR 0001085146-25-000513 filed by FINANCIAL ADVISORY 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 25,551 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $772,407.

    13F-HR 0001085146-24-004722 filed by FINANCIAL ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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