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Disclosery

Idaho Trust Co: EFNL position timeline

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

Idaho Trust Co held 6,769 EFNL 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 6,769 shares
    Change vs previous 13F -21 shares

    0.11% of the 13F portfolio, value $362,068.

    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 6,790 shares
    Change vs previous 13F +272 shares

    0.11% of the 13F portfolio, value $332,500.

    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 6,518 shares
    Change vs previous 13F +1,131 shares

    0.1% of the 13F portfolio, value $311,619.

    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 5,387 shares
    Change vs previous 13F -176 shares

    0.08% of the 13F portfolio, value $230,559.

    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 5,563 shares
    Change vs previous 13F -246 shares

    0.08% of the 13F portfolio, value $227,630.

    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 5,809 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $213,592.

    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).