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Disclosery

Idaho Trust Co: EWL position timeline

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

Idaho Trust Co held 31,040 EWL 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 31,040 shares
    Change vs previous 13F +2,460 shares

    0.57% of the 13F portfolio, value $1,950,857.

    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 28,580 shares
    Change vs previous 13F -1,737 shares

    0.55% of the 13F portfolio, value $1,680,782.

    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 30,317 shares
    Change vs previous 13F +4,212 shares

    0.6% of the 13F portfolio, value $1,817,497.

    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 26,105 shares
    Change vs previous 13F -2,224 shares

    0.49% of the 13F portfolio, value $1,442,031.

    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 28,329 shares
    Change vs previous 13F -1,219 shares

    0.55% of the 13F portfolio, value $1,552,705.

    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 29,548 shares
    Change vs previous 13F -1,077 shares

    0.62% of the 13F portfolio, value $1,530,281.

    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 30,625 shares
    Change vs previous 13F -990 shares

    0.71% of the 13F portfolio, value $1,407,211.

    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 31,615 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,646,817.

    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).