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Disclosery

Richmond Investment Services, LLC: IDLV position timeline

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

Richmond Investment Services, LLC held 7,386 IDLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,386 shares
    Change vs previous 13F -8,187 shares

    0.08% of the 13F portfolio, value $254,782.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, LLC
    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 15,573 shares
    Change vs previous 13F +264 shares

    0.09% of the 13F portfolio, value $536,526.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, 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 15,309 shares
    Change vs previous 13F -148 shares

    0.09% of the 13F portfolio, value $518,958.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,457 shares
    Change vs previous 13F -1,904 shares

    0.1% of the 13F portfolio, value $517,794.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, LLC
    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 17,361 shares
    Change vs previous 13F +8,730 shares

    0.12% of the 13F portfolio, value $575,062.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, LLC
    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 8,631 shares
    Change vs previous 13F +19 shares

    0.14% of the 13F portfolio, value $261,747.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,612 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $239,630.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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