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Disclosery

Idaho Trust Co: IVW position timeline

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

Idaho Trust Co held 10,699 IVW 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 10,699 shares
    Change vs previous 13F -61 shares

    0.43% of the 13F portfolio, value $1,471,427.

    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 10,760 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,217,056.

    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 10,760 shares
    Change vs previous 13F -870 shares

    0.44% of the 13F portfolio, value $1,326,272.

    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 11,630 shares
    Change vs previous 13F -464 shares

    0.47% of the 13F portfolio, value $1,403,968.

    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 12,094 shares
    Change vs previous 13F -2,757 shares

    0.48% of the 13F portfolio, value $1,331,544.

    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 14,851 shares
    Change vs previous 13F -3,075 shares

    0.56% of the 13F portfolio, value $1,378,612.

    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 17,926 shares
    Change vs previous 13F -1,935 shares

    0.92% of the 13F portfolio, value $1,820,018.

    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 19,861 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,901,683.

    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).