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Disclosery

Idaho Trust Co: IVE position timeline

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

Idaho Trust Co held 5,914 IVE 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 5,914 shares
    Change vs previous 13F -856 shares

    0.39% of the 13F portfolio, value $1,342,825.

    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 6,770 shares
    Change vs previous 13F -16 shares

    0.46% of the 13F portfolio, value $1,429,479.

    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 6,786 shares
    Change vs previous 13F -217 shares

    0.48% of the 13F portfolio, value $1,439,101.

    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 7,003 shares
    Change vs previous 13F -491 shares

    0.49% of the 13F portfolio, value $1,446,181.

    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 7,494 shares
    Change vs previous 13F +194 shares

    0.52% of the 13F portfolio, value $1,464,470.

    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 7,300 shares
    Change vs previous 13F +1,594 shares

    0.57% of the 13F portfolio, value $1,391,227.

    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 5,706 shares
    Change vs previous 13F -215 shares

    0.55% of the 13F portfolio, value $1,089,153.

    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 5,921 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,167,433.

    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).