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Disclosery

SSA SWISS ADVISORS AG: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SSA SWISS ADVISORS AG on IDV, newest first. How the timeline and the estimate are built.

SSA SWISS ADVISORS AG held 133,117 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,117 shares
    Change vs previous 13F +3,522 shares

    2.07% of the 13F portfolio, value $5,515,035.

    13F-HR 0002066265-26-000003 filed by SSA SWISS ADVISORS AG
    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 129,595 shares
    Change vs previous 13F +36,248 shares

    2.56% of the 13F portfolio, value $5,515,565.

    13F-HR 0002066265-26-000002 filed by SSA SWISS ADVISORS AG
    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 93,347 shares
    Change vs previous 13F -4,905 shares

    1.72% of the 13F portfolio, value $3,684,209.

    13F-HR 0002066265-26-000001 filed by SSA SWISS ADVISORS AG
    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 98,252 shares
    Change vs previous 13F +18,034 shares

    1.67% of the 13F portfolio, value $3,588,843.

    13F-HR 0002066265-25-000004 filed by SSA SWISS ADVISORS AG
    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 80,218 shares
    Change vs previous 13F +77,242 shares

    1.39% of the 13F portfolio, value $2,875,290.

    13F-HR 0002066265-25-000002 filed by SSA SWISS ADVISORS AG
    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 2,976 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $92,405.

    13F-HR 0002066265-25-000001 filed by SSA SWISS ADVISORS AG
    Filed (acceptance time not in the bulk data set), ingested

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