IDR β€” Idaho Strategic Resources Inc

Ownership history in NAVELLIER & ASSOCIATES INC  Β·  7 quarters on record

AI Ownership Summary

NAVELLIER & ASSOCIATES INC reported Idaho Strategic Resources Inc (IDR) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.5% in 2025 Q3. The latest visible filing shows IDR at 0.48% 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 NAVELLIER & ASSOCIATES INC's position in Idaho Strategic Resources Inc, 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

IDR was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% 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 Q2 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 NAVELLIER & ASSOCIATES INC held IDR β€” position size vs. price
% of Fund (quarterly)    IDR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 106,752 -39,251 -26.9% 0.48% $4.3M 2026-02-14 (Est.) $38.85
2025 Q3 ADDED 146,003 +44,349 +43.6% 0.50% $4.9M 2025-11-06 $28.85
2025 Q2 ADDED 101,654 +2,388 +2.4% 0.16% $1.3M 2025-08-07 $22.56
2025 Q1 REDUCED 99,266 -30,501 -23.5% 0.21% $1.6M 2025-05-06 $16.69
2024 Q4 ADDED 129,767 +79,950 +160.5% 0.16% $1.3M 2025-02-03 $12.76
2024 Q3 ADDED 49,817 +25,469 +104.6% 0.11% $801K 2024-11-12 $11.20
2024 Q2 INITIATED 24,348 β€” β€” 0.03% $240K 2024-08-08 $9.95

FAQ About NAVELLIER & ASSOCIATES INC and IDR

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

How long has NAVELLIER & ASSOCIATES INC reported owning IDR?

NAVELLIER & ASSOCIATES INC reported IDR across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported IDR position in NAVELLIER & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for IDR was 0.50% in 2025 Q3.

What is the latest reported IDR position on this page?

The most recent filing on this page is 2025 Q4, when NAVELLIER & ASSOCIATES INC reported 106,752 shares, equal to 0.48% of portfolio, with an estimated market value of $4.3M.

What does the chart on this IDR ownership page compare?

The chart compares NAVELLIER & ASSOCIATES INC'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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