Position in IDCC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$204,136
-$922 QoQ
Shares Held
721
+6.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#391
of 506 holders
Holding Since
Dec 2024
7 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, 2026RETIREMENT GUYS FORMULA LLC holds $2,518,512 across 3 Software - Application names. IDCC ranks #3 (8.1% of the industry book) .
All Filings in IDCC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,136 | 721 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $205,058 | 679 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $214,588 | 674 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $269,624 | 781 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $207,636 | 926 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $200,961 | 972 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $244,087 | 1,260 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||