Iveda Solutions, Inc. - *W EXP 04/01/202 (IVDAW)

CUSIP: 46583A113

Q1 2024 13F Holders as of 31 Mar 2024

Share change
-10,388
SEC-reported price per share
$0.07
Number of holders
8
Value change
-$727
Number of sells
3

Security key

46583A113

Report period

Q1 2024

Institutions

8

Top holders

8

Ownership snapshot

Top reported holders of IVDAW - Iveda Solutions, Inc. - *W EXP 04/01/202 (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Luz Berg
Disclosed value leader
Luz Berg
Comparable rows
0/15
Latest evidence
31 Dec 2023
3/4/5 13F Highest disclosed value: $258,825 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Luz Berg has the largest disclosed position value at $258.8K.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Luz Berg's linked filing trail.
Disclosed position value Top 5
Luz Berg $258.8K
Gregory C. Omi $152.2K
Chi Kuang Sid Sung $124.3K
Raymond James Financial Services ... $111K
NWAM LLC $79.2K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Luz Berg
3/4/5
Chief Operating Officer
—
denominator unverified
$258,825
127,500 shares
— 03 Oct 2022
Gregory C. Omi
3/4/5
Chief Technology Officer
—
denominator unverified
$152,250
75,000 shares
— 03 Nov 2023
Chi Kuang Sid Sung
3/4/5
President
—
denominator unverified
$124,338
61,250 shares
— 03 Nov 2023
Raymond James Financial Services Advisors, Inc.
13F
Company
13F
—
denominator unverified
$110,950
175,000 shares
— 31 Dec 2023
NWAM LLC
13F
Company
13F
—
denominator unverified
$79,250
125,000 shares
— 31 Dec 2023
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
—
denominator unverified
$55,741
88,905 shares
— 31 Dec 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
8
Shares
396,125
Rows available
8
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2024 vs Q1 2026 Across Filers

Q1 2026 holders
6
Q1 2024 holders
8
Holder diff
2
Investor Q1 2026 Shares Q1 2024 Shares Share Diff Share Chg % Q1 2026 value Q1 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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