PLANNING ALTERNATIVES LTD /ADV: IDMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on IDMO, newest first. How the timeline and the estimate are built.

PLANNING ALTERNATIVES LTD /ADV held 503,718 IDMO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 503,718 shares
Change vs previous 13F +20,740 shares
3.26% of the 13F portfolio, value $30,369,136.
13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 482,978 shares
Change vs previous 13F not available
3.42% of the 13F portfolio, value $26,486,497.
13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).