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Disclosery

Idaho Trust Co: IJJ position timeline

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

Idaho Trust Co held 42,573 IJJ 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 42,573 shares
    Change vs previous 13F +2,840 shares

    1.84% of the 13F portfolio, value $6,289,202.

    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 39,733 shares
    Change vs previous 13F +8,555 shares

    1.71% of the 13F portfolio, value $5,264,563.

    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 31,178 shares
    Change vs previous 13F -5,084 shares

    1.36% of the 13F portfolio, value $4,102,608.

    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 36,262 shares
    Change vs previous 13F -5,816 shares

    1.58% of the 13F portfolio, value $4,703,807.

    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 42,078 shares
    Change vs previous 13F +2,602 shares

    1.86% of the 13F portfolio, value $5,199,913.

    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 39,476 shares
    Change vs previous 13F -2,216 shares

    1.93% of the 13F portfolio, value $4,726,383.

    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 41,692 shares
    Change vs previous 13F +6,740 shares

    2.62% of the 13F portfolio, value $5,209,753.

    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 34,952 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $4,320,682.

    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).