Oliver Luxxe Assets »

Ida shares owned by Oliver Luxxe Assets

Quarter-by-quarter ownership of Ida (IDA) shares owned by Oliver Luxxe Assets from 13F filings

Historical chart of Oliver Luxxe Assets investment in Ida

Tip: Access up to 7 years of quarterly data

All positions including Ida held by Oliver Luxxe Assets consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ida by Oliver Luxxe Assets

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 18k 132.15
2025-06-30 $2.0M 17k 115.45
2025-03-31 $1.5M 13k 116.22

More positions owned by Oliver Luxxe Assets

Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl A (GOOGL)
Morgan Stanley Com New (MS)
Citigroup Com New (C)
Ge Aerospace Com New (GE)
3M Company (MMM)
Capital One Financial (COF)
Meta Platforms Cl A (META)
Ralph Lauren Corp Cl A (RL)
Ge Vernova (GEV)
Mueller Industries (MLI)
Abbvie (ABBV)
Philip Morris International (PM)
Amazon (AMZN)
Entergy Corporation (ETR)

View all positions for Oliver Luxxe Assets

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