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Kaufman Rossin Wealth, LLC: IDEV position timeline

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

Kaufman Rossin Wealth, LLC held 103,095 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 103,095 shares
    Change vs previous 13F +12,736 shares

    4.36% of the 13F portfolio, value $9,196,086.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin Wealth, 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 90,359 shares
    Change vs previous 13F +4,086 shares

    4.33% of the 13F portfolio, value $7,551,341.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin Wealth, 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 86,273 shares
    Change vs previous 13F +1,740 shares

    3.71% of the 13F portfolio, value $7,115,836.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin Wealth, 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 84,533 shares
    Change vs previous 13F +4,204 shares

    3.71% of the 13F portfolio, value $6,776,986.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin Wealth, 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 80,329 shares
    Change vs previous 13F +7,668 shares

    3.87% of the 13F portfolio, value $6,108,193.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, 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 72,661 shares
    Change vs previous 13F +3,039 shares

    3.58% of the 13F portfolio, value $5,005,588.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, 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 69,622 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $4,488,504.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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