NAPLES GLOBAL ADVISORS, LLC
Holdings in IVVD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $24,700 | 10,000 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $11,000 | 10,000 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $7,150 | 10,000 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $6,050 | 10,000 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $4,430 | 10,000 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $10,200 | 10,000 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $11,000 | 10,000 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $44,400 | 10,000 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $39,400 | 10,000 | Shares | Sole | 2024-01-11 |
| 2023-09-30 | $34,000 | 20,000 | Shares | Sole | 2023-10-16 |