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Disclosery

SAXON INTERESTS, INC.: IDV position timeline

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

SAXON INTERESTS, INC. held 59,752 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,752 shares
    Change vs previous 13F -12,609 shares

    0.68% of the 13F portfolio, value $2,475,522.

    13F-HR 0001951757-26-001233 filed by SAXON INTERESTS, INC.
    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 72,361 shares
    Change vs previous 13F -6,167 shares

    1.06% of the 13F portfolio, value $3,079,673.

    13F-HR 0001951757-26-000756 filed by SAXON INTERESTS, INC.
    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 78,528 shares
    Change vs previous 13F -1,529 shares

    1.1% of the 13F portfolio, value $3,097,933.

    13F-HR 0001951757-26-000443 filed by SAXON INTERESTS, INC.
    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 80,057 shares
    Change vs previous 13F +80,057 shares

    1.15% of the 13F portfolio, value $2,926,900.

    13F-HR 0001951757-25-001229 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -12,162 shares

    13F-HR 0001951757-25-000039 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 12,162 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $367,657.

    13F-HR 0001951757-24-000995 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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