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Disclosery

Idaho Trust Co: GBCI position timeline

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

Idaho Trust Co held 277,940 GBCI 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 277,940 shares
    Change vs previous 13F -14,173 shares

    4.19% of the 13F portfolio, value $14,336,140.

    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 292,113 shares
    Change vs previous 13F -12,772 shares

    4.24% of the 13F portfolio, value $13,045,760.

    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 304,885 shares
    Change vs previous 13F -18,277 shares

    4.45% of the 13F portfolio, value $13,427,129.

    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 323,162 shares
    Change vs previous 13F -17,280 shares

    5.29% of the 13F portfolio, value $15,725,058.

    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 340,442 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $14,662,830.

    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).