Whitaker-Myers Wealth Managers, LTD.: IDLV position timeline

Whitaker-Myers Wealth Managers, LTD. held 561,643 IDLV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 561,643 shares

   Change vs previous 13F +50,529 shares

   3.13% of the 13F portfolio, value $19,196,947.

   13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
   Accepted 2026-10-08 21:45:35 UTC, ingested 2026-10-10 02:16:22 UTC

2. period ended2026-06-30

   13F 511,114 shares

   Change vs previous 13F +56,755 shares

   2.94% of the 13F portfolio, value $17,630,065.

   13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 454,359 shares

   Change vs previous 13F +29,923 shares

   3.12% of the 13F portfolio, value $15,654,351.

   13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 424,436 shares

   Change vs previous 13F +12,466 shares

   3% of the 13F portfolio, value $14,388,393.

   13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 411,970 shares

   Change vs previous 13F not available

   3.01% of the 13F portfolio, value $13,800,990.

   13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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