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Disclosery

North Capital, Inc.: IDV position timeline

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

North Capital, Inc. held 0 IDV shares at 2025-12-31 per its 13F-HR/A filed 2026-02-18.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -4,042 shares

    13F-HR/A 0002065938-26-000002 filed by North Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 4,042 shares
    Change vs previous 13F -531 shares

    0.11% of the 13F portfolio, value $147,735.

    13F-HR 0002065938-25-000005 filed by North Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 4,573 shares
    Change vs previous 13F -134 shares

    0.14% of the 13F portfolio, value $157,814.

    13F-HR 0002065938-25-000002 filed by North Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 4,707 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $146,011.

    13F-HR 0002065938-25-000001 filed by North Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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