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National Wealth Management Group, LLC: IDEV position timeline

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

National Wealth Management Group, LLC held 116,723 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,723 shares
    Change vs previous 13F +37,000 shares

    3.21% of the 13F portfolio, value $10,389,541.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 79,723 shares
    Change vs previous 13F +30,630 shares

    2.48% of the 13F portfolio, value $6,662,423.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 49,093 shares
    Change vs previous 13F +5,190 shares

    1.4% of the 13F portfolio, value $4,049,163.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 43,903 shares
    Change vs previous 13F +4,626 shares

    1.33% of the 13F portfolio, value $3,519,694.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 39,277 shares
    Change vs previous 13F +515 shares

    1.67% of the 13F portfolio, value $2,986,614.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 38,762 shares
    Change vs previous 13F +2,586 shares

    1.76% of the 13F portfolio, value $2,670,321.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 36,176 shares
    Change vs previous 13F +799 shares

    1.55% of the 13F portfolio, value $2,332,273.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 35,377 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,505,787.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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