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Moloney Securities Asset Management, LLC: IDV position timeline

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

Moloney Securities Asset Management, LLC held 15,321 IDV shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 15,321 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $559,977.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset 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 ended2025-06-30
    13F 15,396 shares
    Change vs previous 13F -101 shares

    0.07% of the 13F portfolio, value $531,330.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset 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 ended2025-03-31
    13F 15,497 shares
    Change vs previous 13F +83 shares

    0.07% of the 13F portfolio, value $480,710.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset 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 ended2024-12-31
    13F 15,414 shares
    Change vs previous 13F -35 shares

    0.06% of the 13F portfolio, value $422,043.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset 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 ended2024-09-30
    13F 15,449 shares
    Change vs previous 13F +4,091 shares

    0.06% of the 13F portfolio, value $467,011.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset 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 ended2024-06-30
    13F 11,358 shares
    Change vs previous 13F +410 shares

    0.05% of the 13F portfolio, value $314,276.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset 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 ended2024-03-31
    13F 10,948 shares
    Change vs previous 13F -47 shares

    0.05% of the 13F portfolio, value $306,986.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset 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 ended2023-12-31
    13F 10,995 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $307,751.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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