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MARINO, STRAM & ASSOCIATES LLC: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARINO, STRAM & ASSOCIATES LLC on IDV, newest first. How the timeline and the estimate are built.

MARINO, STRAM & ASSOCIATES LLC held 85,415 IDV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,415 shares
    Change vs previous 13F +10,487 shares

    0.56% of the 13F portfolio, value $3,538,727.

    13F-HR 0001951757-26-001048 filed by MARINO, STRAM & ASSOCIATES LLC
    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 74,928 shares
    Change vs previous 13F +39,974 shares

    0.57% of the 13F portfolio, value $3,188,945.

    13F-HR 0001951757-26-000754 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 34,954 shares
    Change vs previous 13F -472 shares

    0.25% of the 13F portfolio, value $1,378,933.

    13F-HR 0001951757-26-000205 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 35,426 shares
    Change vs previous 13F +3 shares

    0.23% of the 13F portfolio, value $1,294,818.

    13F-HR 0001951757-25-001240 filed by MARINO, STRAM & ASSOCIATES LLC
    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 35,423 shares
    Change vs previous 13F -3,496 shares

    0.25% of the 13F portfolio, value $1,222,455.

    13F-HR 0001951757-25-000895 filed by MARINO, STRAM & ASSOCIATES LLC
    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 38,919 shares
    Change vs previous 13F -785 shares

    0.27% of the 13F portfolio, value $1,207,258.

    13F-HR 0001951757-25-000382 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 39,704 shares
    Change vs previous 13F +48 shares

    0.24% of the 13F portfolio, value $1,087,107.

    13F-HR 0001951757-25-000070 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 39,656 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,198,786.

    13F-HR 0001951757-24-001091 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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