Prism Advisors, Inc.: IHDG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prism Advisors, Inc. on IHDG, newest first. How the timeline and the estimate are built.
Prism Advisors, Inc. held 66,743 IHDG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 66,743 sharesChange vs previous 13F -5,781 shares
0.86% of the 13F portfolio, value $3,440,602.
13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
Accepted , ingested - period ended2026-06-3013F 72,524 sharesChange vs previous 13F -910 shares
0.92% of the 13F portfolio, value $3,798,807.
13F-HR 0001717027-26-000006 filed by Prism Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 73,434 sharesChange vs previous 13F -1,313 shares
0.94% of the 13F portfolio, value $3,535,847.
13F-HR 0001717027-26-000004 filed by Prism Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 74,747 sharesChange vs previous 13F -11,907 shares
0.97% of the 13F portfolio, value $3,637,189.
13F-HR 0001717027-26-000002 filed by Prism Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 86,654 sharesChange vs previous 13F -387,709 shares
1.08% of the 13F portfolio, value $3,993,017.
13F-HR 0001717027-25-000008 filed by Prism Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 474,363 sharesChange vs previous 13F -81,116 shares
6.09% of the 13F portfolio, value $21,370,054.
13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 555,479 sharesChange vs previous 13F -10,132 shares
7.42% of the 13F portfolio, value $24,107,789.
13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 565,611 sharesChange vs previous 13F not available
7.37% of the 13F portfolio, value $24,587,111.
13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).