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Idaho Trust Co: DJP position timeline

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

Idaho Trust Co held 101,717 DJP 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 101,717 shares
    Change vs previous 13F +8,872 shares

    1.3% of the 13F portfolio, value $4,444,907.

    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 92,845 shares
    Change vs previous 13F +3,016 shares

    1.45% of the 13F portfolio, value $4,468,500.

    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 89,829 shares
    Change vs previous 13F +16,526 shares

    1.12% of the 13F portfolio, value $3,378,351.

    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 73,303 shares
    Change vs previous 13F +13,724 shares

    0.87% of the 13F portfolio, value $2,597,017.

    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 59,579 shares
    Change vs previous 13F -24,870 shares

    0.72% of the 13F portfolio, value $2,023,810.

    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 84,449 shares
    Change vs previous 13F +11,246 shares

    1.22% of the 13F portfolio, value $2,980,977.

    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 73,203 shares
    Change vs previous 13F -792 shares

    1.18% of the 13F portfolio, value $2,349,007.

    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 73,995 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,384,777.

    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).