Laurel Wealth Planning LLC: IHDG position timeline

Laurel Wealth Planning LLC held 0 IHDG shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -5,551 shares

   13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 5,551 shares

   Change vs previous 13F -94,067 shares

   0.14% of the 13F portfolio, value $250,073.

   13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 99,618 shares

   Change vs previous 13F -26,265 shares

   2.87% of the 13F portfolio, value $4,323,422.

   13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 125,883 shares

   Change vs previous 13F +2,079 shares

   3.53% of the 13F portfolio, value $5,472,000.

   13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning LLC
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 123,804 shares

   Change vs previous 13F not available

   3.7% of the 13F portfolio, value $5,658,000.

   13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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