Skip to content
Disclosery

Operose Advisors LLC: IDV position timeline

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

Operose Advisors LLC held 104,975 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,975 shares
    Change vs previous 13F -5,290 shares

    0.84% of the 13F portfolio, value $4,349,129.

    13F-HR 0001909750-26-000007 filed by Operose 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 110,265 shares
    Change vs previous 13F -17,264 shares

    1.09% of the 13F portfolio, value $4,692,878.

    13F-HR 0001909750-26-000005 filed by Operose 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 127,529 shares
    Change vs previous 13F -13,247 shares

    1.17% of the 13F portfolio, value $5,030,973.

    13F-HR 0001909750-26-000002 filed by Operose 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 140,776 shares
    Change vs previous 13F -19,097 shares

    1.28% of the 13F portfolio, value $5,145,301.

    13F-HR 0001909750-25-000013 filed by Operose 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 159,873 shares
    Change vs previous 13F -22,045 shares

    1.56% of the 13F portfolio, value $5,517,194.

    13F-HR 0001909750-25-000007 filed by Operose 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 181,918 shares
    Change vs previous 13F -702 shares

    1.87% of the 13F portfolio, value $5,643,085.

    13F-HR 0001909750-25-000005 filed by Operose 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 182,620 shares
    Change vs previous 13F -11,472 shares

    1.71% of the 13F portfolio, value $5,000,145.

    13F-HR 0001909750-25-000002 filed by Operose 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 194,092 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $5,867,410.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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