Skip to content
Disclosery

Idaho Trust Co: IWO position timeline

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

Idaho Trust Co held 16,104 IWO 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 16,104 shares
    Change vs previous 13F -755 shares

    1.85% of the 13F portfolio, value $6,344,060.

    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 16,859 shares
    Change vs previous 13F -5,646 shares

    1.72% of the 13F portfolio, value $5,290,256.

    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 22,505 shares
    Change vs previous 13F -141 shares

    2.41% of the 13F portfolio, value $7,269,249.

    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 22,646 shares
    Change vs previous 13F +3,304 shares

    2.44% of the 13F portfolio, value $7,247,283.

    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 19,342 shares
    Change vs previous 13F +3,440 shares

    1.98% of the 13F portfolio, value $5,528,826.

    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 15,902 shares
    Change vs previous 13F +245 shares

    1.66% of the 13F portfolio, value $4,063,361.

    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 15,657 shares
    Change vs previous 13F -4,427 shares

    2.27% of the 13F portfolio, value $4,506,322.

    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 20,084 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $5,703,856.

    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).