Skip to content
Disclosery

Pasadena Private Wealth, LLC: IDVO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pasadena Private Wealth, LLC on IDVO, newest first. How the timeline and the estimate are built.

Pasadena Private Wealth, LLC held 52,424 IDVO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,424 shares
    Change vs previous 13F +10,241 shares

    0.28% of the 13F portfolio, value $2,201,808.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 42,183 shares
    Change vs previous 13F +9,967 shares

    0.24% of the 13F portfolio, value $1,707,146.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, 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 32,216 shares
    Change vs previous 13F +7,653 shares

    0.17% of the 13F portfolio, value $1,235,484.

    13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, 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 24,563 shares
    Change vs previous 13F -410 shares

    0.13% of the 13F portfolio, value $915,968.

    13F-HR 0001760578-25-000008 filed by Pasadena Private Wealth, 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 24,973 shares
    Change vs previous 13F +24,973 shares

    0.15% of the 13F portfolio, value $858,085.

    13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, 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 0 shares
    Change vs previous 13F -28,242 shares

    13F-HR 0001760578-25-000003 filed by Pasadena Private Wealth, LLC
    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.

  7. period ended2024-12-31
    13F 28,242 shares
    Change vs previous 13F -4,774 shares

    0.17% of the 13F portfolio, value $842,727.

    13F-HR 0001760578-25-000002 filed by Pasadena Private Wealth, 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 33,016 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,016,229.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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