Ida shares owned by Everhart Financial Group
Historical chart of Everhart Financial Group investment in Ida
Tip: Access up to 7 years of quarterly data
All positions including Ida held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ida by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $819k | 6.2k | 132.15 |
| 2025-06-30 | $650k | 5.6k | 115.45 |
| 2025-03-31 | $613k | 5.3k | 116.22 |
| 2024-12-31 | $521k | 4.8k | 109.28 |
| 2024-09-30 | $451k | 4.4k | 103.09 |
| 2024-06-30 | $351k | 3.8k | 93.15 |
| 2024-03-31 | $255k | 2.7k | 92.89 |
| 2023-12-31 | $227k | 2.3k | 98.32 |
| 2023-06-30 | $243k | 2.4k | 102.60 |
| 2023-03-31 | $229k | 2.1k | 108.33 |
| 2022-09-30 | $262k | 2.7k | 98.72 |
| 2022-06-30 | $204k | 1.9k | 105.81 |