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HOLDERNESS INVESTMENTS CO: IDU position timeline

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

HOLDERNESS INVESTMENTS CO held 10,388 IDU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,388 shares
    Change vs previous 13F -2,597 shares

    0.2% of the 13F portfolio, value $1,190,556.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS CO
    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 12,985 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $1,507,727.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS CO
    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 12,983 shares
    Change vs previous 13F -647 shares

    0.29% of the 13F portfolio, value $1,406,825.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS CO
    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 13,630 shares
    Change vs previous 13F +2 shares

    0.31% of the 13F portfolio, value $1,511,573.

    13F-HR 0001184820-25-000014 filed by HOLDERNESS INVESTMENTS CO
    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 13,628 shares
    Change vs previous 13F +103 shares

    0.31% of the 13F portfolio, value $1,425,039.

    13F-HR 0001184820-25-000013 filed by HOLDERNESS INVESTMENTS CO
    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 13,525 shares
    Change vs previous 13F +2 shares

    0.32% of the 13F portfolio, value $1,371,710.

    13F-HR 0001184820-25-000002 filed by HOLDERNESS INVESTMENTS CO
    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 13,523 shares
    Change vs previous 13F -396 shares

    0.29% of the 13F portfolio, value $1,301,005.

    13F-HR 0001184820-25-000001 filed by HOLDERNESS INVESTMENTS CO
    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 13,919 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,420,059.

    13F-HR 0001184820-24-000011 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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