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Disclosery

Sagace Wealth Management LLC: IDV position timeline

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

Sagace Wealth Management LLC held 30,241 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,241 shares
    Change vs previous 13F -12 shares

    0.79% of the 13F portfolio, value $1,252,885.

    13F-HR 0002027449-26-000003 filed by Sagace Wealth Management 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 30,253 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,287,568.

    13F-HR 0002027449-26-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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