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Disclosery

&PARTNERS: IDV position timeline

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

&PARTNERS held 499,347 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 499,347 shares
    Change vs previous 13F +30,867 shares

    0.09% of the 13F portfolio, value $20,725,392.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 468,480 shares
    Change vs previous 13F +206,688 shares

    0.1% of the 13F portfolio, value $19,975,446.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 261,792 shares
    Change vs previous 13F +21,507 shares

    0.05% of the 13F portfolio, value $10,331,296.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 240,285 shares
    Change vs previous 13F +20,481 shares

    0.06% of the 13F portfolio, value $8,792,599.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 219,804 shares
    Change vs previous 13F +41,908 shares

    0.06% of the 13F portfolio, value $7,578,856.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 177,896 shares
    Change vs previous 13F -22,853 shares

    0.06% of the 13F portfolio, value $5,550,341.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 200,749 shares
    Change vs previous 13F +44,318 shares

    0.07% of the 13F portfolio, value $5,510,555.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 156,431 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,728,902.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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