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Disclosery

Idaho Trust Co: IWN position timeline

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

Idaho Trust Co held 47,340 IWN 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 47,340 shares
    Change vs previous 13F +2,544 shares

    3.06% of the 13F portfolio, value $10,471,512.

    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 44,796 shares
    Change vs previous 13F +11,275 shares

    2.76% of the 13F portfolio, value $8,492,752.

    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 33,521 shares
    Change vs previous 13F +1,543 shares

    2.01% of the 13F portfolio, value $6,074,221.

    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 31,978 shares
    Change vs previous 13F -5,575 shares

    1.9% of the 13F portfolio, value $5,653,918.

    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 37,553 shares
    Change vs previous 13F +2,835 shares

    2.12% of the 13F portfolio, value $5,924,279.

    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 34,718 shares
    Change vs previous 13F -741 shares

    2.14% of the 13F portfolio, value $5,241,650.

    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 35,459 shares
    Change vs previous 13F +6,235 shares

    2.93% of the 13F portfolio, value $5,821,223.

    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 29,224 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $4,875,073.

    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).