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Disclosery

Idaho Trust Co: EWI position timeline

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

Idaho Trust Co held 21,770 EWI 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 21,770 shares
    Change vs previous 13F -1,489 shares

    0.38% of the 13F portfolio, value $1,289,648.

    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 23,259 shares
    Change vs previous 13F +756 shares

    0.4% of the 13F portfolio, value $1,242,489.

    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 22,503 shares
    Change vs previous 13F +8,076 shares

    0.4% of the 13F portfolio, value $1,222,581.

    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 14,427 shares
    Change vs previous 13F -1,951 shares

    0.25% of the 13F portfolio, value $749,475.

    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 16,378 shares
    Change vs previous 13F -3,270 shares

    0.28% of the 13F portfolio, value $788,265.

    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 19,648 shares
    Change vs previous 13F -257 shares

    0.34% of the 13F portfolio, value $831,298.

    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 19,905 shares
    Change vs previous 13F -499 shares

    0.36% of the 13F portfolio, value $715,975.

    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 20,404 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $794,728.

    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).