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Disclosery

Mutual Advisors, LLC: IDV position timeline

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

Mutual Advisors, LLC held 77,803 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,803 shares
    Change vs previous 13F -98,402 shares

    0.06% of the 13F portfolio, value $3,223,395.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 176,205 shares
    Change vs previous 13F +106,901 shares

    0.16% of the 13F portfolio, value $7,499,268.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 69,304 shares
    Change vs previous 13F +20,500 shares

    0.06% of the 13F portfolio, value $2,734,043.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 48,804 shares
    Change vs previous 13F +7,347 shares

    0.04% of the 13F portfolio, value $1,813,557.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 41,457 shares
    Change vs previous 13F -663 shares

    0.04% of the 13F portfolio, value $1,493,281.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 42,120 shares
    Change vs previous 13F -14,348 shares

    0.04% of the 13F portfolio, value $1,350,367.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 56,468 shares
    Change vs previous 13F +10,591 shares

    0.05% of the 13F portfolio, value $1,562,479.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 45,877 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,335,948.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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