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Disclosery

Northwest Financial Advisors: IDVO position timeline

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

Northwest Financial Advisors held 35,333 IDVO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,333 shares
    Change vs previous 13F -1,469 shares

    0.2% of the 13F portfolio, value $1,483,977.

    13F-HR 0002085853-26-000863 filed by Northwest Financial Advisors
    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 36,802 shares
    Change vs previous 13F +4,981 shares

    2.87% of the 13F portfolio, value $1,489,382.

    13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
    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 31,821 shares
    Change vs previous 13F -13 shares

    2.51% of the 13F portfolio, value $1,220,351.

    13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
    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 31,834 shares
    Change vs previous 13F +29 shares

    1.52% of the 13F portfolio, value $1,187,096.

    13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
    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 31,805 shares
    Change vs previous 13F +2,945 shares

    1.52% of the 13F portfolio, value $1,092,815.

    13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
    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 28,860 shares
    Change vs previous 13F +62 shares

    0.75% of the 13F portfolio, value $907,642.

    13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
    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 28,798 shares
    Change vs previous 13F -1,633 shares

    0.71% of the 13F portfolio, value $859,337.

    13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
    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 30,431 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $936,679.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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