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Disclosery

Idaho Trust Co: LQD position timeline

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

Idaho Trust Co held 121,614 LQD 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 121,614 shares
    Change vs previous 13F +5,411 shares

    3.88% of the 13F portfolio, value $13,264,326.

    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 116,203 shares
    Change vs previous 13F +7,432 shares

    4.12% of the 13F portfolio, value $12,664,865.

    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 108,771 shares
    Change vs previous 13F +41,566 shares

    3.97% of the 13F portfolio, value $11,985,374.

    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 67,205 shares
    Change vs previous 13F +12,678 shares

    2.52% of the 13F portfolio, value $7,491,247.

    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 54,527 shares
    Change vs previous 13F -2,099 shares

    2.14% of the 13F portfolio, value $5,976,638.

    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 56,626 shares
    Change vs previous 13F +1,209 shares

    2.51% of the 13F portfolio, value $6,154,608.

    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 55,417 shares
    Change vs previous 13F +22,167 shares

    2.98% of the 13F portfolio, value $5,920,690.

    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 33,250 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,756,521.

    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).