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Disclosery

Idaho Trust Co: IWM position timeline

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

Idaho Trust Co held 60,120 IWM 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 60,120 shares
    Change vs previous 13F +2,537 shares

    5.28% of the 13F portfolio, value $18,062,315.

    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 57,583 shares
    Change vs previous 13F +3,385 shares

    4.64% of the 13F portfolio, value $14,280,584.

    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 54,198 shares
    Change vs previous 13F +1,764 shares

    4.42% of the 13F portfolio, value $13,341,263.

    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 52,434 shares
    Change vs previous 13F +2,790 shares

    4.27% of the 13F portfolio, value $12,686,826.

    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 49,644 shares
    Change vs previous 13F +1,673 shares

    3.83% of the 13F portfolio, value $10,712,595.

    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 47,971 shares
    Change vs previous 13F +300 shares

    3.9% of the 13F portfolio, value $9,569,655.

    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 47,671 shares
    Change vs previous 13F -2,732 shares

    5.31% of the 13F portfolio, value $10,533,309.

    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 50,403 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $11,133,442.

    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).