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Disclosery

Idaho Trust Co: EWQ position timeline

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

Idaho Trust Co held 49,001 EWQ 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 49,001 shares
    Change vs previous 13F -1,733 shares

    0.65% of the 13F portfolio, value $2,226,108.

    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 50,734 shares
    Change vs previous 13F +1,825 shares

    0.72% of the 13F portfolio, value $2,200,833.

    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 48,909 shares
    Change vs previous 13F +7,893 shares

    0.73% of the 13F portfolio, value $2,200,409.

    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 41,016 shares
    Change vs previous 13F +2,356 shares

    0.61% of the 13F portfolio, value $1,801,826.

    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 38,660 shares
    Change vs previous 13F -10,945 shares

    0.59% of the 13F portfolio, value $1,654,254.

    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 49,605 shares
    Change vs previous 13F -5,551 shares

    0.8% of the 13F portfolio, value $1,973,776.

    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 55,156 shares
    Change vs previous 13F -1,810 shares

    1% of the 13F portfolio, value $1,978,989.

    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 56,966 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,301,420.

    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).