IDA IDACORP COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  52 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported IDACORP COM (IDA) in 52 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.6% in 2025 Q3. The latest visible filing shows IDA at 1.49% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in IDACORP COM, 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 Q4

IDA was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.6% 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
2023 Q4 to 2025 Q4

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 LVM CAPITAL MANAGEMENT LTD/MI held IDA — position size vs. price
% of Fund (quarterly)    IDA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 126,792 +735 +0.6% 1.49% $16.0M 2026-02-14 (Est.) $144.26
2025 Q3 ADDED 126,057 +800 +0.6% 1.60% $16.7M 2025-10-09 $132.75
2025 Q2 ADDED 125,257 +2,275 +1.8% 1.50% $14.5M 2025-07-02 $112.85
2025 Q1 ADDED 122,982 +2,240 +1.9% 1.59% $14.3M 2025-04-08 $109.63
2024 Q4 REDUCED 120,742 -424 -0.3% 1.42% $13.2M 2025-01-10 $102.81
2024 Q3 UNCHANGED 121,166 0% 1.28% $11.3M 2024-10-03 $97.42
2024 Q2 ADDED 121,166 +137 +0.1% 1.28% $11.3M 2024-07-16 $90.01
2024 Q1 ADDED 121,029 +1,975 +1.7% 1.33% $11.2M 2024-04-15 $84.97
2023 Q4 REDUCED 119,054 -1,125 -0.9% 1.50% $11.7M 2024-01-12 $89.36
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and IDA

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning IDA?

LVM CAPITAL MANAGEMENT LTD/MI reported IDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IDA position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for IDA was 1.60% in 2025 Q3.

What is the latest reported IDA position on this page?

The most recent filing on this page is 2025 Q4, when LVM CAPITAL MANAGEMENT LTD/MI reported 126,792 shares, equal to 1.49% of portfolio, with an estimated market value of $16.0M.

What does the chart on this IDA ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly IDA 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.

← Back to LVM CAPITAL MANAGEMENT LTD/MI Holdings