Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$637,880
+$35,834 QoQ
Shares Held
4,216
+0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#287
of 564 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wood Tarver Financial Group, LLC holds $882,801 across 2 Utilities - Regulated Electric names. IDA ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
This page
|
4,216 | $637,880 | |
| 2 | SO |
Southern Co
|
2,559 | $244,921 |
All Filings in IDA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,880 | 4,216 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $602,046 | 4,211 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $498,519 | 3,939 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $520,010 | 3,935 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $440,326 | 3,814 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $443,263 | 3,814 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $404,008 | 3,697 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||