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Buffington Mohr McNeal: IDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Buffington Mohr McNeal on IDA, newest first. How the timeline and the estimate are built.

Buffington Mohr McNeal held 21,871 IDA shares at 2025-03-31 per its 13F-HR filed 2025-04-28.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 21,871 shares
    Change vs previous 13F +16,950 shares

    0.5% of the 13F portfolio, value $2,541,848.

    13F-HR 0001317829-25-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 4,921 shares
    Change vs previous 13F -51 shares

    0.09% of the 13F portfolio, value $537,767.

    13F-HR 0001317829-25-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 4,972 shares
    Change vs previous 13F -511 shares

    0.08% of the 13F portfolio, value $512,563.

    13F-HR 0001317829-24-000007 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 5,483 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $510,741.

    13F-HR 0001317829-24-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 5,583 shares
    Change vs previous 13F -139 shares

    0.09% of the 13F portfolio, value $518,605.

    13F-HR 0001317829-24-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 5,722 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $562,587.

    13F-HR 0001317829-24-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 5,722 shares
    Change vs previous 13F +210 shares

    0.12% of the 13F portfolio, value $535,865.

    13F-HR 0001317829-23-000004 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 5,512 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $565,531.

    13F-HR 0001317829-23-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).