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Disclosery

INVESTED ADVISORS: IDV position timeline

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

INVESTED ADVISORS held 32,080 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,080 shares
    Change vs previous 13F -2,568 shares

    1.18% of the 13F portfolio, value $1,329,066.

    13F-HR 0002090165-26-000003 filed by INVESTED ADVISORS
    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 34,648 shares
    Change vs previous 13F -291 shares

    1.49% of the 13F portfolio, value $1,474,625.

    13F-HR 0002090165-26-000002 filed by INVESTED ADVISORS
    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 34,939 shares
    Change vs previous 13F +4,650 shares

    1.43% of the 13F portfolio, value $1,378,335.

    13F-HR 0002090165-26-000001 filed by INVESTED ADVISORS
    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 30,289 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $827,788.

    13F-HR 0002090165-25-000001 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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