IDR — IDAHO STRATEGIC RESOURCES

Ownership history in D.A. DAVIDSON & CO.  ·  5 quarters on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in IDAHO STRATEGIC RESOURCES (IDR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 46,872 -1,350 -2.8% 0.01% $1.6M $33.79
2025 Q2 REDUCED 48,222 -7,150 -12.9% 0.00% $631K $13.08
2025 Q1 REDUCED 55,372 -2,850 -4.9% 0.01% $792K $14.31
2024 Q4 ADDED 58,222 +32,250 +124.2% 0.00% $593K $10.19
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% of Fund (quarterly)    IDR price (monthly, adj. close)

Other funds also holding IDR

As of 2025 Q4 — sorted by position size

JW Asset Management, LLC 3Y 7Y 1.88% Pertento Partners LLP 3Y 0.81% THAMES CAPITAL MANAGEMENT LLC 3Y 7Y 0.54% Informed Momentum Co LLC 3Y 7Y 0.49% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.49% NAVELLIER & ASSOCIATES INC 3Y 7Y 0.48% Orchard Capital Management, LLC 3Y 0.35% Round Rock Advisors LLC 3Y 0.27% HITE Hedge Asset Management LLC 3Y 7Y 0.24% Fermata Advisors, LLC 3Y 0.1%
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