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Disclosery

Idaho Trust Co: JQUA position timeline

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

Idaho Trust Co held 7,749 JQUA 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 7,749 shares
    Change vs previous 13F -1,632 shares

    0.16% of the 13F portfolio, value $560,061.

    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 9,381 shares
    Change vs previous 13F -3,197 shares

    0.19% of the 13F portfolio, value $575,105.

    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 12,578 shares
    Change vs previous 13F -1,603 shares

    0.26% of the 13F portfolio, value $794,627.

    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 14,181 shares
    Change vs previous 13F -3,913 shares

    0.3% of the 13F portfolio, value $891,922.

    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 18,094 shares
    Change vs previous 13F -559 shares

    0.39% of the 13F portfolio, value $1,086,280.

    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 18,653 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,053,335.

    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).