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Disclosery

GDS Wealth Management: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GDS Wealth Management on IDV, newest first. How the timeline and the estimate are built.

GDS Wealth Management held 965,473 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 965,473 shares
    Change vs previous 13F +32,943 shares

    1.9% of the 13F portfolio, value $39,999,544.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 932,530 shares
    Change vs previous 13F +40,487 shares

    2.38% of the 13F portfolio, value $39,688,492.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 892,043 shares
    Change vs previous 13F +21,383 shares

    2.2% of the 13F portfolio, value $35,191,096.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 870,660 shares
    Change vs previous 13F +29,061 shares

    2.1% of the 13F portfolio, value $31,822,623.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 841,599 shares
    Change vs previous 13F -33,482 shares

    2.12% of the 13F portfolio, value $29,043,581.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 875,081 shares
    Change vs previous 13F -292 shares

    2.31% of the 13F portfolio, value $27,145,013.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 875,373 shares
    Change vs previous 13F +9,271 shares

    2.18% of the 13F portfolio, value $23,967,713.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 866,102 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $26,182,263.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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