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Disclosery

Idaho Trust Co: IBND position timeline

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

Idaho Trust Co held 90,052 IBND 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 90,052 shares
    Change vs previous 13F +6,111 shares

    0.82% of the 13F portfolio, value $2,807,748.

    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 83,941 shares
    Change vs previous 13F +10,727 shares

    0.85% of the 13F portfolio, value $2,607,977.

    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 73,214 shares
    Change vs previous 13F -73,565 shares

    0.78% of the 13F portfolio, value $2,350,829.

    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 146,779 shares
    Change vs previous 13F -8,889 shares

    1.6% of the 13F portfolio, value $4,739,388.

    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 155,668 shares
    Change vs previous 13F +24,996 shares

    1.81% of the 13F portfolio, value $5,073,131.

    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 130,672 shares
    Change vs previous 13F -42,148 shares

    1.57% of the 13F portfolio, value $3,852,137.

    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 172,820 shares
    Change vs previous 13F +7,689 shares

    2.47% of the 13F portfolio, value $4,901,100.

    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 165,131 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $5,052,942.

    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).