Security key
46583A204
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 690,447
- Total 13F value
- $436,699
- Share change
- +34,851
- SEC-reported price per share
- $0.63
- Number of holders
- 15
- Value change
- +$22,389
- Number of buys
- 4
- Number of sells
- 4
Report period
Q4 2023
Institutions
15
Top holders
10
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
Luz Berg
Disclosed value leader
Luz Berg
Comparable rows
0/15
Latest evidence
03 Nov 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
Raymond James Financial Services ...
$150K
Chi Kuang Sid Sung
$124.3K
NWAM LLC
$107.1K
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 |
| Raymond James Financial Services Advisors, Inc. |
13F
Company
|
—
denominator unverified
|
$149,993
175,000 shares
|
— | 30 Sep 2023 |
| Chi Kuang Sid Sung |
3/4/5
President
|
—
denominator unverified
|
$124,338
61,250 shares
|
— | 03 Nov 2023 |
| NWAM LLC |
13F
Company
|
—
denominator unverified
|
$107,138
125,000 shares
|
— | 30 Sep 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$77,354
88,905 shares
|
— | 30 Sep 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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
15
Shares
690,447
Rows available
15
| 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 Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
13
Q4 2023 holders
15
Holder diff
2
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|