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Pacific Center for Financial Services: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Center for Financial Services on IDV, newest first. How the timeline and the estimate are built.

Pacific Center for Financial Services held 23,124 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,124 shares
    Change vs previous 13F +2,874 shares

    0.21% of the 13F portfolio, value $958,028.

    13F-HR 0001698222-26-000004 filed by Pacific Center for Financial Services
    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 20,250 shares
    Change vs previous 13F -4,639 shares

    0.22% of the 13F portfolio, value $861,834.

    13F-HR 0001698222-26-000002 filed by Pacific Center for Financial Services
    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 24,889 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $909,670.

    13F-HR 0001698222-26-000001 filed by Pacific Center for Financial Services
    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 24,889 shares
    Change vs previous 13F +8,276 shares

    0.23% of the 13F portfolio, value $909,670.

    13F-HR 0001698222-25-000002 filed by Pacific Center for Financial Services
    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 16,613 shares
    Change vs previous 13F +910 shares

    0.16% of the 13F portfolio, value $573,333.

    13F-HR 0001398344-25-015983 filed by Pacific Center for Financial Services
    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 15,703 shares
    Change vs previous 13F +528 shares

    0.13% of the 13F portfolio, value $487,117.

    13F-HR 0001398344-25-009592 filed by Pacific Center for Financial Services
    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 15,175 shares
    Change vs previous 13F +35 shares

    0.11% of the 13F portfolio, value $415,494.

    13F-HR 0001398344-25-003005 filed by Pacific Center for Financial Services
    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 15,140 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $457,696.

    13F-HR 0001398344-24-020966 filed by Pacific Center for Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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