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Squire Investment Management Company, LLC: IDEV position timeline

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

Squire Investment Management Company, LLC held 201,400 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 201,400 shares
    Change vs previous 13F +10,237 shares

    4.32% of the 13F portfolio, value $17,926,573.

    13F-HR 0001725547-26-000255 filed by Squire Investment Management Company, 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 191,163 shares
    Change vs previous 13F +17,991 shares

    4.44% of the 13F portfolio, value $15,975,484.

    13F-HR 0001725547-26-000162 filed by Squire Investment Management Company, 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 173,172 shares
    Change vs previous 13F +10,151 shares

    4.32% of the 13F portfolio, value $14,283,219.

    13F-HR 0001725547-26-000038 filed by Squire Investment Management Company, 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 163,021 shares
    Change vs previous 13F +9,007 shares

    4.26% of the 13F portfolio, value $13,069,392.

    13F-HR 0001725547-25-004121 filed by Squire Investment Management Company, 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 154,014 shares
    Change vs previous 13F +8,057 shares

    4.32% of the 13F portfolio, value $11,711,188.

    13F-HR 0001725547-25-003446 filed by Squire Investment Management Company, 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 145,957 shares
    Change vs previous 13F +13,419 shares

    4.19% of the 13F portfolio, value $10,054,974.

    13F-HR 0001725547-25-002047 filed by Squire Investment Management Company, 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 132,538 shares
    Change vs previous 13F +19,010 shares

    3.76% of the 13F portfolio, value $8,544,754.

    13F-HR 0001725547-25-000229 filed by Squire Investment Management Company, 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 113,528 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $8,041,220.

    13F-HR 0001725547-24-006095 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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