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WealthBridge Capital Management, LLC: IDLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthBridge Capital Management, LLC on IDLV, newest first. How the timeline and the estimate are built.

WealthBridge Capital Management, LLC held 22,484 IDLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,484 shares
    Change vs previous 13F +1,269 shares

    0.15% of the 13F portfolio, value $775,550.

    13F-HR 0001951757-26-001059 filed by WealthBridge Capital Management, LLC
    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 21,215 shares
    Change vs previous 13F +5,388 shares

    0.17% of the 13F portfolio, value $730,935.

    13F-HR 0001951757-26-000641 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 15,827 shares
    Change vs previous 13F +1,282 shares

    0.12% of the 13F portfolio, value $536,535.

    13F-HR 0001951757-26-000253 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,545 shares
    Change vs previous 13F +1,715 shares

    0.11% of the 13F portfolio, value $487,258.

    13F-HR 0001951757-25-001328 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,830 shares
    Change vs previous 13F +170 shares

    0.11% of the 13F portfolio, value $424,994.

    13F-HR 0001951757-25-001065 filed by WealthBridge Capital Management, LLC
    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 12,660 shares
    Change vs previous 13F -309 shares

    0.11% of the 13F portfolio, value $383,908.

    13F-HR 0001951757-25-000448 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,969 shares
    Change vs previous 13F -2,700 shares

    0.1% of the 13F portfolio, value $360,862.

    13F-HR 0001951757-25-000173 filed by WealthBridge Capital Management, LLC
    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 15,669 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $476,651.

    13F-HR 0001951757-24-000986 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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