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Spectrum Planning & Advisory Services Inc.: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Planning & Advisory Services Inc. on IDV, newest first. How the timeline and the estimate are built.

Spectrum Planning & Advisory Services Inc. held 21,746 IDV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,746 shares
    Change vs previous 13F -15,660 shares

    0.4% of the 13F portfolio, value $900,917.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services 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 37,406 shares
    Change vs previous 13F +5,380 shares

    0.79% of the 13F portfolio, value $1,592,011.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services 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 32,026 shares
    Change vs previous 13F +3,477 shares

    0.65% of the 13F portfolio, value $1,263,433.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services 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 28,549 shares
    Change vs previous 13F +6,908 shares

    0.59% of the 13F portfolio, value $1,043,448.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services Inc.
    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 21,641 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $746,846.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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