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PFG Advisors: IDLV position timeline

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

PFG Advisors held 13,327 IDLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,327 shares
    Change vs previous 13F -297,777 shares

    0.02% of the 13F portfolio, value $459,688.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 311,104 shares
    Change vs previous 13F +19,339 shares

    0.52% of the 13F portfolio, value $10,718,676.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 291,765 shares
    Change vs previous 13F -14,187 shares

    0.48% of the 13F portfolio, value $9,890,843.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 305,952 shares
    Change vs previous 13F +16,782 shares

    0.42% of the 13F portfolio, value $10,249,402.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 289,170 shares
    Change vs previous 13F +46,227 shares

    0.44% of the 13F portfolio, value $9,578,746.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 242,943 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $7,367,125.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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