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Idaho Trust Co: EWS position timeline

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

Idaho Trust Co held 13,848 EWS 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 13,848 shares
    Change vs previous 13F -190 shares

    0.12% of the 13F portfolio, value $410,032.

    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 14,038 shares
    Change vs previous 13F +1,148 shares

    0.13% of the 13F portfolio, value $396,006.

    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 12,890 shares
    Change vs previous 13F -2,891 shares

    0.12% of the 13F portfolio, value $354,473.

    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 15,781 shares
    Change vs previous 13F -3,693 shares

    0.15% of the 13F portfolio, value $447,226.

    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 19,474 shares
    Change vs previous 13F -1,232 shares

    0.18% of the 13F portfolio, value $505,731.

    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 20,706 shares
    Change vs previous 13F +3,455 shares

    0.2% of the 13F portfolio, value $491,763.

    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 17,251 shares
    Change vs previous 13F +3,149 shares

    0.19% of the 13F portfolio, value $376,753.

    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 14,102 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $312,211.

    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).