Ida shares owned by Heritage Family Offices
Historical chart of Heritage Family Offices investment in Ida
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All positions including Ida held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ida by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $304k | 2.3k | 132.13 |
| 2025-06-30 | $249k | 2.2k | 114.94 |
| 2025-03-31 | $252k | 2.2k | 116.21 |
| 2024-12-31 | $221k | 2.0k | 109.26 |