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CPR Investments Inc.: IDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CPR Investments Inc. on IDU, newest first. How the timeline and the estimate are built.

CPR Investments Inc. held 0 IDU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -26,088 shares

    13F-HR 0001214659-26-008546 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 26,088 shares
    Change vs previous 13F -1,451 shares

    2.02% of the 13F portfolio, value $3,029,092.

    13F-HR 0001214659-26-004748 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 27,539 shares
    Change vs previous 13F -192 shares

    2% of the 13F portfolio, value $2,984,085.

    13F-HR 0001214659-26-000457 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 27,731 shares
    Change vs previous 13F +379 shares

    2.12% of the 13F portfolio, value $3,075,405.

    13F-HR 0001214659-25-014901 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 27,352 shares
    Change vs previous 13F +989 shares

    2.22% of the 13F portfolio, value $2,860,173.

    13F-HR 0001214659-25-010745 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 26,363 shares
    Change vs previous 13F +1,700 shares

    2.37% of the 13F portfolio, value $2,673,707.

    13F-HR 0001214659-25-005694 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 24,663 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $2,372,849.

    13F-HR 0001214659-25-000543 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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