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Bernardo Wealth Planning LLC → IDCC

Bernardo Wealth Planning LLC IDCC Position History

InterDigital, Inc.

Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.2M
Q1 2026$1.1M
Q2 2026$1.1M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M7.6K——
Q2 2026$1.1M3.8K——
Q1 2026$1.1M3.8K——
Q4 2025$1.2M3.9K——

Other funds holding IDCC

Other Bernardo Wealth Planning LLC positions

ETHA

ISHARES TR

$130.2M
VGES

VANGUARD WORLD FD

$87.4M
VGES

VANGUARD SCOTTSDALE FDS

$69.9M
ETHA

ISHARES TR

$65.2M
VGES

VANGUARD SCOTTSDALE FDS

$62.3M
VGES

VANGUARD WORLD FD

$59.2M
ETHA

ISHARES TR

$58.4M
ETHA

ISHARES TR

$55.8M