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Idaho Trust Co: EWD position timeline

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

Idaho Trust Co held 17,850 EWD 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 17,850 shares
    Change vs previous 13F +2,824 shares

    0.26% of the 13F portfolio, value $891,959.

    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 15,026 shares
    Change vs previous 13F -5,173 shares

    0.24% of the 13F portfolio, value $732,058.

    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 20,199 shares
    Change vs previous 13F +7,932 shares

    0.33% of the 13F portfolio, value $994,188.

    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 12,267 shares
    Change vs previous 13F +180 shares

    0.19% of the 13F portfolio, value $578,996.

    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 12,087 shares
    Change vs previous 13F -4,791 shares

    0.2% of the 13F portfolio, value $552,851.

    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 16,878 shares
    Change vs previous 13F +766 shares

    0.29% of the 13F portfolio, value $710,051.

    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 16,112 shares
    Change vs previous 13F -416 shares

    0.3% of the 13F portfolio, value $601,291.

    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 16,528 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $717,309.

    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).