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Disclosery

Idaho Trust Co: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Idaho Trust Co on AAPL, newest first. How the timeline and the estimate are built.

Idaho Trust Co held 4,406 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,406 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,274,870.

    13F-HR 0001568069-26-000008 filed by Idaho Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,406 shares
    Change vs previous 13F -856 shares

    0.36% of the 13F portfolio, value $1,118,194.

    13F-HR 0001568069-26-000004 filed by Idaho Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,262 shares
    Change vs previous 13F +62 shares

    0.47% of the 13F portfolio, value $1,430,468.

    13F-HR 0001568069-26-000001 filed by Idaho Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,200 shares
    Change vs previous 13F -157 shares

    0.45% of the 13F portfolio, value $1,324,074.

    13F-HR 0001568069-25-000005 filed by Idaho Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,357 shares
    Change vs previous 13F -277 shares

    0.39% of the 13F portfolio, value $1,099,091.

    13F-HR 0001085146-25-005029 filed by Idaho Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,634 shares
    Change vs previous 13F +3,701 shares

    0.51% of the 13F portfolio, value $1,251,478.

    13F-HR 0001085146-25-003073 filed by Idaho Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,933 shares
    Change vs previous 13F -799 shares

    0.24% of the 13F portfolio, value $484,059.

    13F-HR 0001085146-25-000913 filed by Idaho Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,732 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $636,556.

    13F-HR 0001085146-24-005695 filed by Idaho Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).