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Ida shares owned by Estate Planners Group

Quarter-by-quarter ownership of Ida (IDA) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Ida

Tip: Access up to 7 years of quarterly data

All positions including Ida held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ida by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 154 126.56

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Ida

BlackRock
Vanguard Group
Wellington Management Company
State Street Corporation
T. Rowe Price Investment Management
W. H. Reaves & Co
Jennison Associates
Alliancebernstein
Neuberger Berman Group
Geode Capital Management
FMR
Zimmer Partners
Victory Capital Management
Pictet Asset Management Holding SA
Dimensional Fund Advisors

View all funds holding Ida