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TFB Advisors LLC: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFB Advisors LLC on IDV, newest first. How the timeline and the estimate are built.

TFB Advisors LLC held 0 IDV shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -46,971 shares

    13F-HR 0001965201-26-000002 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 46,971 shares
    Change vs previous 13F +2,664 shares

    0.52% of the 13F portfolio, value $1,852,993.

    13F-HR 0001965201-26-000001 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 44,307 shares
    Change vs previous 13F +7,194 shares

    0.47% of the 13F portfolio, value $1,614,113.

    13F-HR 0001965201-25-000004 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 37,113 shares
    Change vs previous 13F -2,496 shares

    0.34% of the 13F portfolio, value $1,280,786.

    13F-HR 0001830817-25-000004 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 39,609 shares
    Change vs previous 13F +7,146 shares

    0.35% of the 13F portfolio, value $1,228,676.

    13F-HR 0001965201-25-000003 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 32,463 shares
    Change vs previous 13F +1,349 shares

    0.25% of the 13F portfolio, value $888,844.

    13F-HR 0001965201-25-000001 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 31,114 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $940,584.

    13F-HR 0001965201-24-000003 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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