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Gallagher Capital Advisors, LLC: IDV position timeline

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

Gallagher Capital Advisors, LLC held 119,515 IDV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 119,515 shares
    Change vs previous 13F +907 shares

    2.7% of the 13F portfolio, value $5,042,346.

    13F-HR 0002085853-26-001131 filed by Gallagher Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 118,608 shares
    Change vs previous 13F +22,345 shares

    2.81% of the 13F portfolio, value $4,913,914.

    13F-HR 0002085853-26-000931 filed by Gallagher Capital 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 ended2026-03-31
    13F 96,263 shares
    Change vs previous 13F +38,704 shares

    2.76% of the 13F portfolio, value $4,096,961.

    13F-HR 0002085853-26-000566 filed by Gallagher Capital Advisors, 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 57,559 shares
    Change vs previous 13F +6,125 shares

    1.47% of the 13F portfolio, value $2,270,697.

    13F-HR 0002085853-26-000260 filed by Gallagher Capital Advisors, 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 51,434 shares
    Change vs previous 13F +537 shares

    1.11% of the 13F portfolio, value $1,920,810.

    13F-HR 0002085853-25-000234 filed by Gallagher Capital Advisors, 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 50,897 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,803,807.

    13F-HR 0001667731-25-001018 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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