IDR β€” IDAHO STRATEGIC RESOURCE

Ownership history in Coston, McIsaac & Partners  Β·  4 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported IDAHO STRATEGIC RESOURCE (IDR) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows IDR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IDR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in IDAHO STRATEGIC RESOURCE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IDR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coston, McIsaac & Partners held IDR β€” position size vs. price
% of Fund (quarterly)    IDR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 125 β€” 0% 0.00% $4K 2025-11-05 $30.32
2025 Q2 ADDED 125 +25 +25.0% 0.00% $1K 2025-08-12 $23.76
2025 Q1 ADDED 100 +26 +35.1% 0.00% $1K 2025-05-13 $12.62
2024 Q3 INITIATED 74 β€” β€” 0.00% $1K 2024-10-22 $17.76

FAQ About Coston, McIsaac & Partners and IDR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning IDR?

Coston, McIsaac & Partners reported IDR across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported IDR position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for IDR was 0.00% in 2025 Q3.

What is the latest reported IDR position on this page?

The most recent filing on this page is 2025 Q3, when Coston, McIsaac & Partners reported 125 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this IDR ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly IDR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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