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FORTE ASSET MANAGEMENT LLC: IDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTE ASSET MANAGEMENT LLC on IDU, newest first. How the timeline and the estimate are built.

FORTE ASSET MANAGEMENT LLC held 43,100 IDU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,100 shares
    Change vs previous 13F -9,330 shares

    1.75% of the 13F portfolio, value $4,346,219.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 52,430 shares
    Change vs previous 13F -16,741 shares

    2.46% of the 13F portfolio, value $6,008,946.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 69,171 shares
    Change vs previous 13F -509 shares

    3.52% of the 13F portfolio, value $8,031,439.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 69,680 shares
    Change vs previous 13F +721 shares

    3.43% of the 13F portfolio, value $7,550,494.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 68,959 shares
    Change vs previous 13F +464 shares

    3.68% of the 13F portfolio, value $7,647,564.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 68,495 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $7,162,477.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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