Skip to content
Disclosery

EMERALD ADVISERS, LLC: IDCC position timeline

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

EMERALD ADVISERS, LLC held 395,892 IDCC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 395,892 shares
    Change vs previous 13F +214,123 shares

    1.3% of the 13F portfolio, value $112,088,902.

    13F-HR 0001104659-26-090959 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 223,517 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 148,255 shares
    • Emerald Investment Advisers, LLC: 24,120 shares

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

  2. period ended2026-03-31
    13F 181,769 shares
    Change vs previous 13F +95,552 shares

    0.87% of the 13F portfolio, value $54,894,238.

    13F-HR 0001104659-26-054901 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 104,065 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 60,676 shares
    • Emerald Investment Advisers, LLC: 17,028 shares

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

  3. period ended2025-12-31
    13F 86,217 shares
    Change vs previous 13F -76,766 shares

    0.52% of the 13F portfolio, value $27,449,768.

    13F-HR 0001104659-26-011928 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 55,850 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 30,367 shares

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

  4. period ended2025-09-30
    13F 162,983 shares
    Change vs previous 13F -113,916 shares

    1.11% of the 13F portfolio, value $56,266,621.

    13F-HR 0001104659-25-104111 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 101,776 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 61,207 shares

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

  5. period ended2025-06-30
    13F 276,899 shares
    Change vs previous 13F +35,226 shares

    1.42% of the 13F portfolio, value $62,089,063.

    13F-HR 0001104659-25-073440 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 174,499 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 102,400 shares

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

  6. period ended2025-03-31
    13F 241,673 shares
    Change vs previous 13F -14,609 shares

    1.38% of the 13F portfolio, value $49,965,893.

    13F-HR 0001104659-25-043298 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 151,097 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 90,576 shares

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

  7. period ended2024-12-31
    13F 256,282 shares
    Change vs previous 13F -43,827 shares

    1.17% of the 13F portfolio, value $49,646,949.

    13F-HR 0001104659-25-011405 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 161,800 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 94,482 shares

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

  8. period ended2024-09-30
    13F 300,109 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $42,504,438.

    13F-HR 0001104659-24-112224 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 180,987 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 119,122 shares

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