SEC 13F Intelligence

Buckley Wealth Management, LLC / IDA

Buckley Wealth Management, LLC’s Idacorp Inc Position

Does Buckley Wealth Management, LLC own Idacorp Inc (IDA)? Yes37.8K shares worth $5M (+1.38% of its 13F portfolio) as of Q1 2026.

Position Value
$5M
Q1 2026
Shares
37.8K
% of Portfolio
+1.38%
Quarters Held
26
currently held

Position History IDA

Reported value by quarter
Q4 ’18: $335,000Q4 ’18Q1 ’19: $359,000Q2 ’19: $352,000Q3 ’19: $395,000Q4 ’19: $374,000Q4 ’19Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $1MQ4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $955,230Q4 ’23: $1MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.8K$5M+1.38%
Q4 202537.8K$5M+1.27%
Q3 202538.0K$5M+1.38%
Q2 202539.0K$5M+1.35%
Q1 202535.1K$4M+1.27%
Q4 202435.6K$4M+1.19%
Q3 202435.6K$4M+1.13%
Q2 202437.8K$4M+1.12%
Q1 202438.4K$4M+1.14%
Q4 202310.3K$1M+0.35%
Q3 202310.2K$955,230+0.36%
Q2 202310.2K$1M+0.36%
Q1 202310.2K$1M+0.41%
Q4 202210.3K$1M+0.40%
Q3 202210.3K$1M+0.38%
Q2 202210.3K$1M+0.35%
Q1 202210.8K$1M+0.34%
Q4 202110.8K$1M+0.36%
Q3 202110.8K$1M+0.36%
Q2 202110.9K$1M+0.36%
Q1 202110.9K$1M+0.40%
Q4 20193.5K$374,000+0.17%
Q3 20193.5K$395,000+0.19%
Q2 20193.5K$352,000+0.16%
Q1 20193.6K$359,000+0.17%
Q4 20183.6K$335,000+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buckley Wealth Management, LLC’s full portfolio or all institutional holders of IDA.