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Disclosery

Gimbal Financial: IDV position timeline

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

Gimbal Financial held 421,250 IDV shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 421,250 shares
    Change vs previous 13F +48,560 shares

    9.25% of the 13F portfolio, value $15,396,672.

    13F-HR 0001835206-25-000006 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 372,690 shares
    Change vs previous 13F not available

    7.9% of the 13F portfolio, value $12,861,526.

    13F-HR 0001835206-25-000004 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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