Position in IDCC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,071,363
-$63,553 QoQ
Shares Held
3,784
+0.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#219
of 506 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IDCC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bernardo Wealth Planning LLC holds $1,290,610 across 2 Software - Application names. IDCC ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
This page
|
3,784 | $1,071,363 | |
| 2 | ADP |
Automatic Data Processing Inc
|
979 | $219,247 |
All Filings in IDCC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,071,363 | 3,784 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,134,916 | 3,758 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,229,583 | 3,862 | Shares | Sole | 2026-01-26 | |
| 2025-03-31 | $479,246 | 2,318 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $445,943 | 2,302 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $325,607 | 2,299 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||