Position in IDN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$83,362
+$3,697 QoQ
Shares Held
11,926
0.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026BEACON INVESTMENT ADVISORS LLC holds $5,710,128 across 3 Software - Application names. IDN ranks #3 (1.5% of the industry book) .
All Filings in IDN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,362 | 11,926 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $79,665 | 11,926 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $62,015 | 11,926 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $64,281 | 11,926 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,135 | 11,926 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $25,879 | 11,926 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $40,786 | 11,926 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $41,502 | 11,926 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $22,659 | 11,926 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||