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

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on IDMO, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 470,707 IDMO 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 470,707 shares
    Change vs previous 13F +38,305 shares

    4.68% of the 13F portfolio, value $28,731,976.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 432,402 shares
    Change vs previous 13F +34,679 shares

    4.35% of the 13F portfolio, value $26,069,520.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 397,723 shares
    Change vs previous 13F +20,616 shares

    4.35% of the 13F portfolio, value $21,811,127.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 377,107 shares
    Change vs previous 13F -1,391 shares

    4.37% of the 13F portfolio, value $20,955,810.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 378,498 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $20,435,131.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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