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Gaddis Premier Wealth Advisors LLC: IHDG position timeline

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

Gaddis Premier Wealth Advisors LLC held 330,551 IHDG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,551 shares
    Change vs previous 13F +19,744 shares

    10.55% of the 13F portfolio, value $17,314,245.

    13F-HR 0001765380-26-000271 filed by Gaddis Premier Wealth 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 310,807 shares
    Change vs previous 13F +5,395 shares

    11.06% of the 13F portfolio, value $14,965,344.

    13F-HR 0001765380-26-000168 filed by Gaddis Premier Wealth 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 305,412 shares
    Change vs previous 13F not available

    11.28% of the 13F portfolio, value $14,861,330.

    13F-HR 0001765380-26-000100 filed by Gaddis Premier Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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