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Disclosery

Prota Financial, LLC: IDV position timeline

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

Prota Financial, LLC held 132,574 IDV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 132,574 shares
    Change vs previous 13F +2,195 shares

    3.51% of the 13F portfolio, value $5,500,480.

    13F-HR 0001754960-26-000817 filed by Prota Financial, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 130,379 shares
    Change vs previous 13F -1,223 shares

    3.53% of the 13F portfolio, value $5,363,792.

    13F-HR 0001754960-26-000410 filed by Prota Financial, 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 131,602 shares
    Change vs previous 13F -8,059 shares

    4.06% of the 13F portfolio, value $5,600,981.

    13F-HR 0001754960-26-000215 filed by Prota Financial, 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 139,661 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $5,509,626.

    13F-HR 0001754960-26-000216 filed by Prota Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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