Financial & Tax Architects, LLC IDCC — INTERDIGITAL INC

Ownership history in Financial & Tax Architects, LLC  ·  4 quarters on record

AI Ownership Summary

Financial & Tax Architects, LLC reported INTERDIGITAL INC (IDCC) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.08% in 2025 Q4. The latest visible filing shows IDCC at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IDCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial & Tax Architects, LLC's position in INTERDIGITAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IDCC was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial & Tax Architects, LLC held IDCC — position size vs. price
% of Fund (quarterly)    IDCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 1,066 — 0% 0.07% $348K 2026-10-15 $328.06
2026 Q2 UNCHANGED — — — 1,066 — 0% 0.06% $302K 2026-07-23 $255.48
2026 Q1 UNCHANGED — — — 1,066 — 0% 0.07% $322K 2026-04-23 $357.73
2025 Q4 INITIATED — — — 1,066 — — 0.08% $339K 2026-01-21 $330.66

FAQ About Financial & Tax Architects, LLC and IDCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial & Tax Architects, LLC reported owning IDCC?

Financial & Tax Architects, LLC reported IDCC across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported IDCC position in Financial & Tax Architects, LLC's portfolio?

The largest reported portfolio weight for IDCC was 0.08% in 2025 Q4.

What is the latest reported IDCC position on this page?

The most recent filing on this page is 2026 Q3, when Financial & Tax Architects, LLC reported 1,066 shares, equal to 0.07% of portfolio, with an estimated market value of $348K.

What does the chart on this IDCC ownership page compare?

The chart compares Financial & Tax Architects, LLC's quarterly IDCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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