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HMV Wealth Advisors, LLC: IDEV position timeline

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

HMV Wealth Advisors, LLC held 73,605 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,605 shares
    Change vs previous 13F +6,015 shares

    2.55% of the 13F portfolio, value $6,551,581.

    13F-HR 0002054904-26-000003 filed by HMV 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 67,590 shares
    Change vs previous 13F +5,395 shares

    2.65% of the 13F portfolio, value $5,648,496.

    13F-HR 0002054904-26-000001 filed by HMV 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 62,195 shares
    Change vs previous 13F +11,495 shares

    2.57% of the 13F portfolio, value $5,129,844.

    13F-HR 0001725547-26-000034 filed by HMV Wealth 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 ended2025-09-30
    13F 50,700 shares
    Change vs previous 13F +17,025 shares

    2.24% of the 13F portfolio, value $4,064,619.

    13F-HR 0001725547-25-004112 filed by HMV Wealth 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 ended2025-06-30
    13F 33,675 shares
    Change vs previous 13F -9,720 shares

    1.68% of the 13F portfolio, value $2,560,647.

    13F-HR 0001725547-25-003532 filed by HMV Wealth 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 ended2025-03-31
    13F 43,395 shares
    Change vs previous 13F +31,970 shares

    2.37% of the 13F portfolio, value $2,989,482.

    13F-HR 0001725547-25-001415 filed by HMV Wealth Advisors, 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 11,425 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $736,570.

    13F-HR 0001725547-25-000859 filed by HMV Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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