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Disclosery

Idaho Trust Co: EWH position timeline

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

Idaho Trust Co held 26,789 EWH 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 26,789 shares
    Change vs previous 13F +1,174 shares

    0.16% of the 13F portfolio, value $560,151.

    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 25,615 shares
    Change vs previous 13F -853 shares

    0.19% of the 13F portfolio, value $591,442.

    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 26,468 shares
    Change vs previous 13F +240 shares

    0.19% of the 13F portfolio, value $562,440.

    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 26,228 shares
    Change vs previous 13F -3,286 shares

    0.19% of the 13F portfolio, value $564,944.

    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 29,514 shares
    Change vs previous 13F +6,066 shares

    0.21% of the 13F portfolio, value $586,139.

    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 23,448 shares
    Change vs previous 13F -5,392 shares

    0.17% of the 13F portfolio, value $410,336.

    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 28,840 shares
    Change vs previous 13F +882 shares

    0.24% of the 13F portfolio, value $480,177.

    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 27,958 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $521,408.

    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).