Moloney Securities Asset Management, LLC: IDU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moloney Securities Asset Management, LLC on IDU, newest first. How the timeline and the estimate are built.
Moloney Securities Asset Management, LLC held 83,105 IDU shares at 2025-09-30 per its 13F-HR filed 2025-11-05.
the latest 13F is the newest step
- period ended2025-09-3013F 83,105 sharesChange vs previous 13F +83,105 shares
1.1% of the 13F portfolio, value $9,216,337.
13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, 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 0 sharesChange vs previous 13F -84,082 shares
13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 84,082 sharesChange vs previous 13F +688 shares
1.09% of the 13F portfolio, value $8,089,492.
13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, 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 83,394 sharesChange vs previous 13F +3,158 shares
1.14% of the 13F portfolio, value $8,507,844.
13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 80,236 sharesChange vs previous 13F not available
1.02% of the 13F portfolio, value $7,051,102.
13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).