HBW ADVISORY SERVICES LLC: IDU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBW ADVISORY SERVICES LLC on IDU, newest first. How the timeline and the estimate are built.
HBW ADVISORY SERVICES LLC held 6,882 IDU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 6,882 sharesChange vs previous 13F +548 shares
0.07% of the 13F portfolio, value $788,746.
13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,334 sharesChange vs previous 13F +354 shares
0.08% of the 13F portfolio, value $735,441.
13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,980 sharesChange vs previous 13F -33 shares
0.07% of the 13F portfolio, value $647,993.
13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,013 sharesChange vs previous 13F +62 shares
0.08% of the 13F portfolio, value $666,842.
13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,951 sharesChange vs previous 13F +1,379 shares
0.08% of the 13F portfolio, value $622,296.
13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,572 sharesChange vs previous 13F -60 shares
0.07% of the 13F portfolio, value $463,692.
13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,632 sharesChange vs previous 13F -386 shares
0.05% of the 13F portfolio, value $445,645.
13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,018 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $511,936.
13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).