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FORTE ASSET MANAGEMENT LLC: IDV position timeline

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

FORTE ASSET MANAGEMENT LLC held 199,914 IDV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 199,914 shares
    Change vs previous 13F +3,649 shares

    3.4% of the 13F portfolio, value $8,434,382.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 196,265 shares
    Change vs previous 13F +3,199 shares

    3.32% of the 13F portfolio, value $8,131,245.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 193,066 shares
    Change vs previous 13F +396 shares

    3.61% of the 13F portfolio, value $8,216,907.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 192,670 shares
    Change vs previous 13F +6,482 shares

    3.45% of the 13F portfolio, value $7,600,831.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 186,188 shares
    Change vs previous 13F -88 shares

    3.28% of the 13F portfolio, value $6,805,186.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 186,276 shares
    Change vs previous 13F -50,898 shares

    3.28% of the 13F portfolio, value $6,428,384.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 237,174 shares
    Change vs previous 13F -69,282 shares

    3.71% of the 13F portfolio, value $7,357,128.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 306,456 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $8,390,764.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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