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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

  1. period ended2026-06-30
    13F 6,882 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 6,334 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 5,980 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 6,013 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 5,951 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 4,572 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 4,632 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 5,018 shares
    Change 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), ingested

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