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Disclosery

Pearl Planning LLC: IDMO position timeline

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

Pearl Planning LLC held 25,084 IDMO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,084 shares
    Change vs previous 13F -288 shares

    0.64% of the 13F portfolio, value $1,531,154.

    13F-HR 0002100519-26-000006 filed by Pearl Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,372 shares
    Change vs previous 13F +8,564 shares

    0.7% of the 13F portfolio, value $1,529,663.

    13F-HR 0002100519-26-000004 filed by Pearl Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,808 shares
    Change vs previous 13F +886 shares

    0.49% of the 13F portfolio, value $921,771.

    13F-HR 0002100519-26-000003 filed by Pearl Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,922 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $884,763.

    13F-HR 0002100519-26-000001 filed by Pearl Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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