Skip to content
Disclosery

Idaho Trust Co: BLV position timeline

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

Idaho Trust Co held 222,112 BLV 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 222,112 shares
    Change vs previous 13F +21,309 shares

    4.47% of the 13F portfolio, value $15,310,052.

    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 200,803 shares
    Change vs previous 13F +26,806 shares

    4.49% of the 13F portfolio, value $13,811,124.

    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 173,997 shares
    Change vs previous 13F +63,316 shares

    4.01% of the 13F portfolio, value $12,096,180.

    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 110,681 shares
    Change vs previous 13F +16,408 shares

    2.64% of the 13F portfolio, value $7,841,657.

    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 94,273 shares
    Change vs previous 13F +1,788 shares

    2.34% of the 13F portfolio, value $6,555,667.

    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 92,485 shares
    Change vs previous 13F +5,809 shares

    2.66% of the 13F portfolio, value $6,512,732.

    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 86,676 shares
    Change vs previous 13F +36,156 shares

    2.99% of the 13F portfolio, value $5,931,169.

    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 50,520 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $3,797,525.

    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).