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McNaughton Wealth Management, LLC: IDLV position timeline

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

McNaughton Wealth Management, LLC held 13,168 IDLV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,168 shares
    Change vs previous 13F -456 shares

    0.16% of the 13F portfolio, value $450,082.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,624 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $469,938.

    13F-HR 0001802691-26-000004 filed by McNaughton 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 ended2026-03-31
    13F 13,624 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $469,397.

    13F-HR 0001802691-26-000002 filed by McNaughton 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 ended2025-12-31
    13F 13,624 shares
    Change vs previous 13F -1,912 shares

    0.19% of the 13F portfolio, value $461,854.

    13F-HR 0001802691-26-000001 filed by McNaughton 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 ended2025-09-30
    13F 15,536 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $520,456.

    13F-HR 0001085146-25-005827 filed by McNaughton 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 ended2025-06-30
    13F 15,536 shares
    Change vs previous 13F -179 shares

    0.23% of the 13F portfolio, value $514,630.

    13F-HR 0001085146-25-004023 filed by McNaughton 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 ended2025-03-31
    13F 15,715 shares
    Change vs previous 13F +407 shares

    0.23% of the 13F portfolio, value $476,550.

    13F-HR 0001085146-25-001950 filed by McNaughton 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 ended2024-12-31
    13F 15,308 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $425,945.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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