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Mullooly Asset Management, Inc.: IDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mullooly Asset Management, Inc. on IDU, newest first. How the timeline and the estimate are built.

Mullooly Asset Management, Inc. held 6,871 IDU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,871 shares
    Change vs previous 13F +15 shares

    0.24% of the 13F portfolio, value $787,388.

    13F-HR 0001950591-26-000004 filed by Mullooly Asset Management, Inc.
    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 6,856 shares
    Change vs previous 13F +16 shares

    0.29% of the 13F portfolio, value $795,814.

    13F-HR 0001950591-26-000003 filed by Mullooly Asset Management, Inc.
    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 6,840 shares
    Change vs previous 13F -117 shares

    0.27% of the 13F portfolio, value $741,010.

    13F-HR 0001950591-26-000001 filed by Mullooly Asset Management, Inc.
    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 6,957 shares
    Change vs previous 13F -1,015 shares

    0.3% of the 13F portfolio, value $771,365.

    13F-HR 0001950591-25-000002 filed by Mullooly Asset Management, Inc.
    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 7,972 shares
    Change vs previous 13F -1,251 shares

    0.35% of the 13F portfolio, value $833,417.

    13F-HR 0001085146-25-004074 filed by Mullooly Asset Management, Inc.
    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/A 9,223 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $935,498.

    13F-HR/A 0001085146-25-003225 filed by Mullooly Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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