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Ida shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Ida (IDA) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Ida

Tip: Access up to 7 years of quarterly data

All positions including Ida held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ida by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 2.1k 132.14
2025-06-30 $243k 2.1k 115.46
2025-03-31 $239k 2.1k 116.21
2024-12-31 $229k 2.1k 109.28
2024-09-30 $209k 2.0k 103.11

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Gap (GAP)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Apple (AAPL)

View all positions for Legacy Capital Wealth Partners

Top funds holding Ida

BlackRock
Vanguard Group
Wellington Management Company
T. Rowe Price Investment Management
State Street Corporation
W. H. Reaves & Co
Morgan Stanley
Jennison Associates
Alliancebernstein
Neuberger Berman Group
Geode Capital Management
Victory Capital Management
FMR
Dimensional Fund Advisors
First Trust Advisors

View all funds holding Ida