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Disclosery

Idaho Trust Co: ITM position timeline

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

Idaho Trust Co held 19,748 ITM 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 19,748 shares
    Change vs previous 13F +620 shares

    0.27% of the 13F portfolio, value $927,955.

    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 19,128 shares
    Change vs previous 13F -15,095 shares

    0.29% of the 13F portfolio, value $888,110.

    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 34,223 shares
    Change vs previous 13F -649 shares

    0.53% of the 13F portfolio, value $1,613,609.

    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 34,872 shares
    Change vs previous 13F -3,392 shares

    0.55% of the 13F portfolio, value $1,624,683.

    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 38,264 shares
    Change vs previous 13F -1,074 shares

    0.62% of the 13F portfolio, value $1,739,859.

    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 39,338 shares
    Change vs previous 13F +2,322 shares

    0.73% of the 13F portfolio, value $1,789,874.

    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 37,016 shares
    Change vs previous 13F -9,391 shares

    0.86% of the 13F portfolio, value $1,706,063.

    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 46,407 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,178,804.

    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).