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StoneCrest Wealth Management, Inc.: IDMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StoneCrest Wealth Management, Inc. on IDMO, newest first. How the timeline and the estimate are built.

StoneCrest Wealth Management, Inc. held 224,418 IDMO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,418 shares
    Change vs previous 13F -1,090 shares

    4.32% of the 13F portfolio, value $13,530,161.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, 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 225,508 shares
    Change vs previous 13F +3,330 shares

    5.23% of the 13F portfolio, value $12,366,859.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, 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 222,178 shares
    Change vs previous 13F +16,225 shares

    4.98% of the 13F portfolio, value $12,346,431.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, 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 205,953 shares
    Change vs previous 13F +45,477 shares

    4.87% of the 13F portfolio, value $11,119,402.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, 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 160,476 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $8,222,790.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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