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Strategic Financial Planning, Inc.: IDEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Planning, Inc. on IDEV, newest first. How the timeline and the estimate are built.

Strategic Financial Planning, Inc. held 19,065 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,065 shares
    Change vs previous 13F +15,201 shares

    0.89% of the 13F portfolio, value $1,697,012.

    13F-HR 0001214659-26-010179 filed by Strategic Financial Planning, 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 3,864 shares
    Change vs previous 13F -15,539 shares

    0.2% of the 13F portfolio, value $342,723.

    13F-HR 0001214659-26-006173 filed by Strategic Financial Planning, 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 19,403 shares
    Change vs previous 13F -127 shares

    0.91% of the 13F portfolio, value $1,600,393.

    13F-HR 0001214659-26-002083 filed by Strategic Financial Planning, 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 19,530 shares
    Change vs previous 13F -92 shares

    0.91% of the 13F portfolio, value $1,565,738.

    13F-HR 0001214659-25-016430 filed by Strategic Financial Planning, 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 19,622 shares
    Change vs previous 13F -849 shares

    0.93% of the 13F portfolio, value $1,492,074.

    13F-HR 0001214659-25-011946 filed by Strategic Financial Planning, Inc.
    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 20,471 shares
    Change vs previous 13F -65 shares

    0.97% of the 13F portfolio, value $1,410,260.

    13F-HR 0001214659-25-007548 filed by Strategic Financial Planning, Inc.
    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 20,536 shares
    Change vs previous 13F -3,821 shares

    0.9% of the 13F portfolio, value $1,323,968.

    13F-HR 0001214659-25-002552 filed by Strategic Financial Planning, Inc.
    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 24,357 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,725,217.

    13F-HR 0001214659-24-017949 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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