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Disclosery

SIMA Wealth Partners, LLC: IDEV position timeline

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

SIMA Wealth Partners, LLC held 6,288 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,288 shares
    Change vs previous 13F -100 shares

    0.4% of the 13F portfolio, value $559,730.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 6,388 shares
    Change vs previous 13F -2 shares

    0.41% of the 13F portfolio, value $533,879.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 6,390 shares
    Change vs previous 13F -689 shares

    0.4% of the 13F portfolio, value $527,080.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 7,079 shares
    Change vs previous 13F +135 shares

    0.43% of the 13F portfolio, value $567,555.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 6,944 shares
    Change vs previous 13F -365 shares

    0.43% of the 13F portfolio, value $528,052.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 7,309 shares
    Change vs previous 13F -3 shares

    0.42% of the 13F portfolio, value $503,545.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 7,312 shares
    Change vs previous 13F -1,652 shares

    0.4% of the 13F portfolio, value $471,430.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,964 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $634,921.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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