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Litman Gregory Wealth Management LLC: IDEV position timeline

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

Litman Gregory Wealth Management LLC held 1,195,549 IDEV shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,195,549 shares
    Change vs previous 13F -18,539 shares

    7.22% of the 13F portfolio, value $98,608,841.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,214,088 shares
    Change vs previous 13F +26,366 shares

    7.24% of the 13F portfolio, value $97,333,425.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,187,722 shares
    Change vs previous 13F +36,943 shares

    7.1% of the 13F portfolio, value $90,314,371.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,150,779 shares
    Change vs previous 13F -3,046 shares

    6.8% of the 13F portfolio, value $79,277,133.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,153,825 shares
    Change vs previous 13F +105,418 shares

    6.45% of the 13F portfolio, value $74,387,067.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,048,407 shares
    Change vs previous 13F +66,925 shares

    6.21% of the 13F portfolio, value $74,258,690.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 981,482 shares
    Change vs previous 13F +94,221 shares

    5.72% of the 13F portfolio, value $64,424,499.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 887,261 shares
    Change vs previous 13F not available

    5.4% of the 13F portfolio, value $59,561,821.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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