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Disclosery

WealthTrust Axiom LLC: IDV position timeline

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

WealthTrust Axiom LLC held 22,804 IDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,804 shares
    Change vs previous 13F -400 shares

    0.21% of the 13F portfolio, value $944,767.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 23,204 shares
    Change vs previous 13F -130 shares

    0.24% of the 13F portfolio, value $987,559.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 23,334 shares
    Change vs previous 13F -275 shares

    0.24% of the 13F portfolio, value $920,524.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 23,609 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $862,907.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 23,609 shares
    Change vs previous 13F -6,200 shares

    0.24% of the 13F portfolio, value $814,744.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 29,809 shares
    Change vs previous 13F -200 shares

    0.28% of the 13F portfolio, value $924,673.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 30,009 shares
    Change vs previous 13F -2,348 shares

    0.24% of the 13F portfolio, value $821,644.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 32,357 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $978,150.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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