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Disclosery

PUFF WEALTH MANAGEMENT, LLC: IDV position timeline

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

PUFF WEALTH MANAGEMENT, LLC held 34,720 IDV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,720 shares
    Change vs previous 13F +5,946 shares

    1.38% of the 13F portfolio, value $1,464,854.

    13F-HR 0002085853-26-001100 filed by PUFF WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,774 shares
    Change vs previous 13F +21,477 shares

    1.22% of the 13F portfolio, value $1,192,127.

    13F-HR 0002085853-26-000648 filed by PUFF WEALTH MANAGEMENT, LLC
    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 7,297 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $291,790.

    13F-HR 0002085853-26-000011 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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