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Disclosery

Idaho Trust Co: EEMV position timeline

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

Idaho Trust Co held 140,028 EEMV 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 140,028 shares
    Change vs previous 13F +14,527 shares

    3.08% of the 13F portfolio, value $10,541,165.

    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 125,501 shares
    Change vs previous 13F +24,304 shares

    2.64% of the 13F portfolio, value $8,122,300.

    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 101,197 shares
    Change vs previous 13F +31,521 shares

    2.15% of the 13F portfolio, value $6,480,535.

    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 69,676 shares
    Change vs previous 13F +1,361 shares

    1.5% of the 13F portfolio, value $4,447,306.

    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 68,315 shares
    Change vs previous 13F -1,377 shares

    1.53% of the 13F portfolio, value $4,289,406.

    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 69,692 shares
    Change vs previous 13F +2,898 shares

    1.66% of the 13F portfolio, value $4,065,748.

    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 66,794 shares
    Change vs previous 13F +1,027 shares

    1.95% of the 13F portfolio, value $3,873,314.

    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 65,767 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $4,123,530.

    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).