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Disclosery

Linscomb Wealth, Inc.: IDV position timeline

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

Linscomb Wealth, Inc. held 285,702 IDV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285,702 shares
    Change vs previous 13F -13,445 shares

    0.51% of the 13F portfolio, value $11,836,630.

    13F-HR 0001172661-26-003004 filed by Linscomb Wealth, 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 299,147 shares
    Change vs previous 13F -42,857 shares

    0.57% of the 13F portfolio, value $12,731,700.

    13F-HR 0001172661-26-001653 filed by Linscomb Wealth, 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 342,004 shares
    Change vs previous 13F -448 shares

    0.57% of the 13F portfolio, value $13,492,041.

    13F-HR 0001172661-26-000549 filed by Linscomb Wealth, 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 342,452 shares
    Change vs previous 13F -8,986 shares

    0.54% of the 13F portfolio, value $12,516,614.

    13F-HR 0001172661-25-004582 filed by Linscomb Wealth, 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 351,438 shares
    Change vs previous 13F -2,852 shares

    0.56% of the 13F portfolio, value $12,128,124.

    13F-HR 0001172661-25-002865 filed by Linscomb Wealth, 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 354,290 shares
    Change vs previous 13F -6,558 shares

    0.55% of the 13F portfolio, value $10,990,070.

    13F-HR 0001172661-25-001697 filed by Linscomb Wealth, 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 360,848 shares
    Change vs previous 13F -12,051 shares

    0.49% of the 13F portfolio, value $9,880,019.

    13F-HR 0001172661-25-000505 filed by Linscomb Wealth, Inc.
    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 372,899 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $11,272,733.

    13F-HR 0001172661-24-004484 filed by Linscomb Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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