IVDANasdaqServices-Prepackaged SoftwareFiscal year ends December 31Also trades as IVDAW
Iveda Solutions, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$0.22−0.01 (-4.33%)
Close on Oct 19, 2026
- Market cap
- $2.59M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
1M
Shares held, 13F filers
Institutional holders
12
2 new, 3 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Richard Abbe | 714,286 | 6.40% | 13G (passive) | Feb 11, 2026 |
| Jeff Easton | 1,286,794 | 9.99% | 13G (passive) amendment | Jun 30, 2026 |
| Lind Global Fund III LP | 1,158,920 | 9.99% | 13G (passive) | Feb 11, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IVDA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 334,345 | – | $109.47K | +177,184 | 0.00% |
| Jane Street Group, LLC | 254,916 | – | $83.46K | +232,460 | 0.00% |
| Hrt Financial LP | 215,554 | – | $70 | New | 0.00% |
| Geode Capital Management, LLC | 77,675 | – | $25.43K | −195,521 | 0.00% |
| Vanguard Fiduciary Trust Co | 51,440 | – | $16.82K | – | 0.00% |
| StoneX Group Inc. | 35,932 | – | $11.06K | +23,506 | 0.00% |
| Vanguard Capital Management LLC | 31,388 | – | $10.26K | – | 0.00% |
| Northern Trust Corp | 28,450 | – | $9.32K | +10,948 | 0.00% |
| Virtu Financial LLC | 23,464 | – | $8 | +5,028 | 0.00% |
| Tower Research Capital LLC (TRC) | 2,372 | – | $777 | −1 | 0.00% |
| JPMorgan Chase & Co | 125 | – | $42 | – | 0.00% |
| SBI Securities Co., Ltd. | 18 | – | $6 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | 1M | 2 / 5 | 2 / 3 | 1M | 0M |
| Q1 2026 | 13 | 1M | 6 / 2 | 2 / 5 | 1M | 0M |
| Q4 2025 | 13 | 0M | 7 / 3 | 1 / 4 | 0M | 0M |
| Q3 2025 | 10 | 0M | 4 / 3 | 1 / 3 | 0M | 0M |
| Q2 2025 | 9 | 0M | 4 / 2 | 2 / 0 | 0M | 0M |
| Q1 2025 | 5 | 0M | 0 / 2 | 1 / 6 | 0M | 0M |
| Q4 2024 | 11 | 0M | 4 / 3 | 1 / 2 | 0M | 0M |
| Q3 2024 | 9 | 0M | 9 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IVDA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund | 219,230 | – | $86.82K | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 31,388 | – | $10.28K | 0.00% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 7,395 | – | $2.93K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 5,496 | – | $2.18K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 2,211 | – | $876 | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| David H. Ly | Chief Executive Officer, Director | 600,000 | Feb 25, 2026 |
| Robert J. Brilon | Chief Financial Officer | 1,293,988 | Feb 25, 2026 |
| Joseph A. Farnsworth | Director | 859,738 | Feb 25, 2026 |
| Robert Gillen | Director | 1,301,140 | Feb 25, 2026 |
| Alejandro Franco | Director | 250,000 | Feb 25, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert Gillen Director | Oct 21, 2025 | Returned to company | −20,331 | $1.28 | $26.02K | 0 |
| Joseph A. Farnsworth Director | Dec 22, 2022 | Buy | +4,200 | $0.60 | $2.52K | 700,342 |
| Robert J. Brilon CFO and Treasurer | Dec 30, 2021 | Option exercise | +100,000 | $0.77 | $77.00K | 1,293,988 |
| Robert J. Brilon CFO and Treasurer | Dec 30, 2021 | Option exercise | +200,000 | $0.72 | $144.00K | 1,293,988 |
| Robert J. Brilon CFO and Treasurer | Dec 30, 2021 | Option exercise | +200,000 | $0.37 | $74.00K | 1,293,988 |
| Joseph A. Farnsworth Director | Aug 3, 2021 | Buy | +1,180 | $0.85 | $1.00K | 115 |
| Joseph A. Farnsworth Director | Apr 14, 2021 | Option exercise | +159,396 | $0.35 | $55.79K | 159,396 |
| Joseph A. Farnsworth Director | Dec 14, 2020 | Buy | +4,110 | $0.31 | $1.27K | 4,110 |
| Luz Berg General Manager & CMO | Dec 7, 2020 | Option exercise | +350,000 | $0.16 | $56.00K | 350,000 |
| Robert J. Brilon Chief Financial Officer | Dec 7, 2020 | Option exercise | +320,000 | $0.14 | $44.80K | 320,000 |
| David H. Ly Chief Executive Officer, Director | Dec 7, 2020 | Option exercise | +600,000 | $0.17 | $102.00K | 600,000 |
| Joseph A. Farnsworth Director | Jun 4, 2019 | Buy | +900 | $0.42 | $378 | 900 |
| Joseph A. Farnsworth Director | Jul 9, 2018 | Buy | +28,900 | $0.04 | $1.16K | 28,900 |
| Luz Berg General Manager & CMO | Dec 7, 2017 | Option exercise | +226,140 | $0.10 | $22.61K | 226,140 |
| Luz Berg General Manager & CMO | Nov 1, 2017 | Option exercise | +425,712 | $0.10 | $42.57K | 425,712 |
| Luz Berg General Manager & CMO | Aug 16, 2017 | Option exercise | +240,331 | $0.10 | $24.03K | 240,331 |
| Robert J. Brilon Chief Financial Officer | Jun 30, 2017 | Option exercise | +473,988 | $0.35 | $165.90K | 473,988 |
| Luz Berg COO & CMO | May 29, 2014 | Sale | −30,000 | $1.55 | $46.50K | 0 |
| Joseph A. Farnsworth Director | May 22, 2014 | Award | +281,860 | $1.60 | $450.98K | 686,052 |
| Luz Berg COO & CMO | May 19, 2014 | Option exercise | +30,000 | $0.10 | $3.00K | 30,000 |
| Alex Kuo Chief Strategy Officer, Director | May 1, 2014 | Gift | +67,000 | – | – | 367,000 |
| Joseph A. Farnsworth Director | Jan 23, 2014 | Gift | −20,500 | – | – | 404,192 |
| Joseph A. Farnsworth Director | May 31, 2013 | Award | +352,234 | $1.60 | $563.57K | 424,692 |
| Joseph A. Farnsworth Director | May 31, 2013 | Award | +352,234 | $1.60 | $563.57K | 432,192 |
| Joseph A. Farnsworth Director | Jan 23, 2013 | Award | +25,000 | $1.00 | $25.00K | 72,458 |
| Luz Berg Chief Operating Officer & CMO | Apr 12, 2012 | Sale | −77,817 | $0.87 | $67.70K | 0 |
| Joseph A. Farnsworth Director | Dec 23, 2011 | Gift | −5,000 | – | – | 47,458 |
| Joseph A. Farnsworth Director | Nov 15, 2011 | Gift | −10,100 | – | – | 52,458 |
| Joseph A. Farnsworth Director | Nov 1, 2011 | Gift | −2,400 | – | – | 62,558 |
| Joseph A. Farnsworth Director | Sep 22, 2011 | Gift | −10,000 | – | – | 64,958 |
| Joseph A. Farnsworth Director | Sep 12, 2011 | Gift | −5,000 | – | – | 74,958 |
| David H. Ly President and CEO, Director, 10% owner | May 27, 2011 | Sale | −500,000 | $1.00 | $500.00K | 3,305,181 |
| William M. Walsh 10% owner | Jul 26, 2010 | Buy | +700,000 | $1.00 | $700.00K | 2,100,000 |
| Ian Quinn President, Director | Oct 15, 2009 | Sale | −2,500,000 | $0.04 | $100.00K | 0 |
| Kevin Liggins Secretary, Director | Oct 15, 2009 | Sale | −2,500,000 | $0.04 | $100.00K | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert Gillen Director | Oct 16, 2025 | 20,331 | $42.09K | Oct 16, 2025 | Private Placement |