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Disclosery

VICUS CAPITAL: IDV position timeline

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

VICUS CAPITAL held 36,745 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 36,745 shares
    Change vs previous 13F +5,155 shares

    0.1% of the 13F portfolio, value $1,522,325.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 31,590 shares
    Change vs previous 13F +664 shares

    0.1% of the 13F portfolio, value $1,344,463.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 30,926 shares
    Change vs previous 13F +757 shares

    0.09% of the 13F portfolio, value $1,220,019.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 30,169 shares
    Change vs previous 13F +1,052 shares

    0.08% of the 13F portfolio, value $1,102,671.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    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 29,117 shares
    Change vs previous 13F +632 shares

    0.08% of the 13F portfolio, value $1,004,836.

    13F-HR 0001544806-25-000005 filed by VICUS CAPITAL
    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 28,485 shares
    Change vs previous 13F +537 shares

    0.08% of the 13F portfolio, value $883,598.

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    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 27,948 shares
    Change vs previous 13F +656 shares

    0.07% of the 13F portfolio, value $765,204.

    13F-HR 0001544806-25-000003 filed by VICUS CAPITAL
    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 27,292 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $825,025.

    13F-HR 0001544806-24-000005 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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