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Kondo Wealth Advisors, Inc.: IDEV position timeline

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

Kondo Wealth Advisors, Inc. held 288,994 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,994 shares
    Change vs previous 13F +11,691 shares

    8.6% of the 13F portfolio, value $25,723,508.

    13F-HR 0001172661-26-002722 filed by Kondo Wealth Advisors, Inc.
    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 277,303 shares
    Change vs previous 13F +3,707 shares

    8.72% of the 13F portfolio, value $23,174,253.

    13F-HR 0001172661-26-001652 filed by Kondo Wealth Advisors, Inc.
    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 273,596 shares
    Change vs previous 13F +11,202 shares

    8.64% of the 13F portfolio, value $22,566,643.

    13F-HR 0001172661-26-000403 filed by Kondo Wealth Advisors, Inc.
    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 262,394 shares
    Change vs previous 13F +13,308 shares

    8.49% of the 13F portfolio, value $21,036,251.

    13F-HR 0001172661-25-004585 filed by Kondo Wealth Advisors, Inc.
    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 249,086 shares
    Change vs previous 13F +9,189 shares

    8.35% of the 13F portfolio, value $18,905,745.

    13F-HR 0001172661-25-002771 filed by Kondo Wealth Advisors, Inc.
    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 239,897 shares
    Change vs previous 13F +19,076 shares

    8.15% of the 13F portfolio, value $16,526,543.

    13F-HR 0001172661-25-002441 filed by Kondo Wealth Advisors, Inc.
    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 220,821 shares
    Change vs previous 13F not available

    7.22% of the 13F portfolio, value $14,236,366.

    13F-HR 0001172661-25-002440 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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