Position in IDA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,959
+$383 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#506
of 564 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LGT Financial Advisors LLC holds $213,686 across 5 Utilities - Regulated Electric names. IDA ranks #5 (3.3% of the industry book) .
All Filings in IDA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,959 | 46 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,576 | 46 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,821 | 46 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,946 | 45 | Shares | Sole | 2025-11-17 | |
| 2024-03-31 | $9,660 | 104 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $18,636 | 199 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||