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Wealthstar Advisors, LLC: IDU position timeline

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

Wealthstar Advisors, LLC held 19,001 IDU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,001 shares
    Change vs previous 13F -272 shares

    1.08% of the 13F portfolio, value $2,177,684.

    13F-HR 0002085853-26-000912 filed by Wealthstar Advisors, 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 19,273 shares
    Change vs previous 13F -5,393 shares

    1.33% of the 13F portfolio, value $2,237,747.

    13F-HR 0002085853-26-000514 filed by Wealthstar 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 ended2025-12-31
    13F 24,666 shares
    Change vs previous 13F +5,946 shares

    1.46% of the 13F portfolio, value $2,672,834.

    13F-HR 0002085853-26-000148 filed by Wealthstar 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 ended2025-09-30
    13F 18,720 shares
    Change vs previous 13F -3,320 shares

    0.82% of the 13F portfolio, value $2,076,084.

    13F-HR 0002085853-25-000254 filed by Wealthstar 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 ended2025-06-30
    13F 22,040 shares
    Change vs previous 13F +3,336 shares

    0.87% of the 13F portfolio, value $2,304,715.

    13F-HR 0001667731-25-000936 filed by Wealthstar 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 ended2025-03-31
    13F 18,704 shares
    Change vs previous 13F +1,402 shares

    0.87% of the 13F portfolio, value $1,896,922.

    13F-HR 0001667731-25-000522 filed by Wealthstar 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 ended2024-12-31
    13F 17,302 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,664,661.

    13F-HR 0001667731-25-000148 filed by Wealthstar Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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