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Higgins & Schmidt Wealth Strategies LLC: IDEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Higgins & Schmidt Wealth Strategies LLC on IDEV, newest first. How the timeline and the estimate are built.

Higgins & Schmidt Wealth Strategies LLC held 85,711 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,711 shares
    Change vs previous 13F -604 shares

    3.15% of the 13F portfolio, value $7,629,097.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 86,315 shares
    Change vs previous 13F -958 shares

    3.29% of the 13F portfolio, value $7,213,334.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 87,273 shares
    Change vs previous 13F -2,589 shares

    3.41% of the 13F portfolio, value $7,198,266.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 89,862 shares
    Change vs previous 13F -1,627 shares

    3.64% of the 13F portfolio, value $7,204,258.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 91,489 shares
    Change vs previous 13F +2,667 shares

    3.85% of the 13F portfolio, value $6,956,844.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 88,822 shares
    Change vs previous 13F +1,156 shares

    3.61% of the 13F portfolio, value $6,118,964.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies LLC
    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 87,666 shares
    Change vs previous 13F +8,927 shares

    3.52% of the 13F portfolio, value $5,651,843.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 78,739 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $5,577,112.

    13F-HR 0001941260-25-000005 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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