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Everhart Financial Group, Inc. → IDA
Everhart Financial Group, Inc. IDA Position History
IDACORP, Inc. • Utilities
Quarters held
5
Latest value
$884K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $819K |
| Q4 2025 | $827K |
| Q1 2026 | $1M |
| Q2 2026 | $1M |
| Q3 2026 | $884K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $884K | 6.8K | — | — |
| Q2 2026 | $1M | 6.8K | — | — |
| Q1 2026 | $1M | 7.0K | — | — |
| Q4 2025 | $827K | 6.5K | — | — |
| Q3 2025 | $819K | 6.2K | — | — |
Other funds holding IDA
$742.7M
$704.3M
$687.3M
$686.9M
$379.9M
$290.7M