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Disclosery

SFG Wealth Management, LLC.: IDEV position timeline

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

SFG Wealth Management, LLC. held 5,718 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,718 shares
    Change vs previous 13F -724 shares

    0.18% of the 13F portfolio, value $508,962.

    13F-HR 0001908914-26-000005 filed by SFG 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 6,442 shares
    Change vs previous 13F -151 shares

    0.22% of the 13F portfolio, value $538,393.

    13F-HR 0001908914-26-000003 filed by SFG 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 6,593 shares
    Change vs previous 13F -146 shares

    0.21% of the 13F portfolio, value $543,823.

    13F-HR 0001908914-26-000002 filed by SFG Wealth Management, 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 6,739 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $540,268.

    13F-HR 0001908914-25-000005 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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