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Disclosery

Idaho Trust Co: BIV position timeline

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

Idaho Trust Co held 5,651 BIV 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 5,651 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $433,428.

    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 5,651 shares
    Change vs previous 13F -129 shares

    0.14% of the 13F portfolio, value $436,140.

    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 5,780 shares
    Change vs previous 13F -1,097 shares

    0.15% of the 13F portfolio, value $450,144.

    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 6,877 shares
    Change vs previous 13F -22 shares

    0.18% of the 13F portfolio, value $537,020.

    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 6,899 shares
    Change vs previous 13F -193 shares

    0.19% of the 13F portfolio, value $533,564.

    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 7,092 shares
    Change vs previous 13F -946 shares

    0.22% of the 13F portfolio, value $542,960.

    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 8,038 shares
    Change vs previous 13F -28,055 shares

    0.3% of the 13F portfolio, value $600,597.

    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 36,093 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,828,602.

    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).