Spruce Investment Advisors LLC: IDV position timeline

Spruce Investment Advisors LLC held 69,740 IDV shares at 2017-12-31 per its 13F-HR filed 2018-02-14.

the latest 13F is the newest step

1. period ended2017-12-31

   13F 69,740 shares

   Change vs previous 13F -1,677 shares

   4.86% of the 13F portfolio, value $2,357,000.

   13F-HR 0001172661-18-000594 filed by Spruce Investment Advisors LLC
   Filed 2018-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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

2. period ended2017-09-30

   13F 71,417 shares

   Change vs previous 13F -1,714 shares

   4.65% of the 13F portfolio, value $2,411,000.

   13F-HR 0001172661-17-001916 filed by Spruce Investment Advisors LLC
   Filed 2017-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

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

3. period ended2017-06-30

   13F 73,131 shares

   Change vs previous 13F -14,938 shares

   4.23% of the 13F portfolio, value $2,393,000.

   13F-HR 0001172661-17-001488 filed by Spruce Investment Advisors LLC
   Filed 2017-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

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

4. period ended2017-03-31

   13F 88,069 shares

   Change vs previous 13F +76,011 shares

   3.19% of the 13F portfolio, value $2,771,000.

   13F-HR 0001172661-17-000979 filed by Spruce Investment Advisors LLC
   Filed 2017-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

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

5. period ended2016-12-31

   13F 12,058 shares

   Change vs previous 13F -680,603 shares

   0.28% of the 13F portfolio, value $356,000.

   13F-HR 0001172661-17-000288 filed by Spruce Investment Advisors LLC
   Filed 2017-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

6. period ended2016-09-30

   13F 692,661 shares

   Change vs previous 13F -96,854 shares

   13.07% of the 13F portfolio, value $20,766,000.

   13F-HR 0001172661-16-004147 filed by Spruce Investment Advisors LLC
   Filed 2016-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

7. period ended2016-06-30

   13F 789,515 shares

   Change vs previous 13F not available

   12.85% of the 13F portfolio, value $22,604,000.

   13F-HR 0001172661-16-003635 filed by Spruce Investment Advisors LLC
   Filed 2016-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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