Security key
46583A204
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 180,695
- Total 13F value
- $234,116
- Share change
- -223,892
- SEC-reported price per share
- $1.30
- Number of holders
- 5
- Value change
- -$299,937
- Number of buys
- 4
- Number of sells
- 1
Report period
Q2 2022
Institutions
5
Top holders
5
IVDA full security history
Ownership snapshot
Full 13F holder table
Iveda Solutions, Inc. SEC filings
Iveda Solutions, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of IVDA - IVEDA SOLUTIONS INC - COM NEW (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
HERITAGE WEALTH MANAGEMEN...
Disclosed value leader
HERITAGE WEALTH MANAGEMEN...
Comparable rows
0/3
Latest evidence
31 Mar 2022
13F
Highest disclosed value: $288,000
3 rows are not safely comparable across share classes.
Quick read
HERITAGE WEALTH MANAGEMENT, LLC has the largest disclosed position value at $288K.
0 of 3 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 HERITAGE WEALTH MANAGEMENT, LLC's linked filing trail.
Disclosed position value
Top 3
HERITAGE WEALTH MANAGEMENT, LLC
$288K
FineMark National Bank & Trust
$31K
Ashton Thomas Private Wealth, LLC
$7.3K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-3 of 3 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| HERITAGE WEALTH MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$288,000
404,587 shares
|
— | 31 Mar 2022 |
| FineMark National Bank & Trust |
13F
Company
|
—
denominator unverified
|
$31,000
44,250 shares
|
— | 31 Mar 2022 |
| Ashton Thomas Private Wealth, LLC |
13F
Company
|
—
denominator unverified
|
$7,323
10,300 shares
|
— | 31 Mar 2022 |
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 Q2 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
5
Shares
180,695
Rows available
5
| 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 Q2 2022 vs Q1 2022 Across Filers
Q1 2022 holders
1
Q2 2022 holders
5
Holder diff
4
| Investor | Q1 2022 Shares | Q2 2022 Shares | Share Diff | Share Chg % | Q1 2022 value | Q2 2022 value | Value change | Value Chg % |
|---|