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LANDAAS & CO /WI /ADV: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LANDAAS & CO /WI /ADV on IDV, newest first. How the timeline and the estimate are built.

LANDAAS & CO /WI /ADV held 20,720 IDV 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 20,720 shares
    Change vs previous 13F +1,782 shares

    0.16% of the 13F portfolio, value $858,446.

    13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
    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 18,938 shares
    Change vs previous 13F +821 shares

    0.18% of the 13F portfolio, value $805,997.

    13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
    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 18,117 shares
    Change vs previous 13F +1,172 shares

    0.16% of the 13F portfolio, value $714,732.

    13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
    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 16,945 shares
    Change vs previous 13F -1,811 shares

    0.14% of the 13F portfolio, value $619,000.

    13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
    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 18,756 shares
    Change vs previous 13F +1,208 shares

    0.15% of the 13F portfolio, value $647,000.

    13F-HR 0001104659-25-075989 filed by LANDAAS & CO /WI /ADV
    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 17,548 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $544,000.

    13F-HR 0001104659-25-043909 filed by LANDAAS & CO /WI /ADV
    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 17,548 shares
    Change vs previous 13F -812 shares

    0.13% of the 13F portfolio, value $480,000.

    13F-HR 0001104659-25-018020 filed by LANDAAS & CO /WI /ADV
    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 18,360 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $555,000.

    13F-HR 0001104659-24-116655 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

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