Skip to content
Disclosery

Idaho Trust Co: MSFT position timeline

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

Idaho Trust Co held 7,360 MSFT 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 7,360 shares
    Change vs previous 13F -256 shares

    0.8% of the 13F portfolio, value $2,745,345.

    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 7,616 shares
    Change vs previous 13F -738 shares

    0.92% of the 13F portfolio, value $2,819,124.

    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 8,354 shares
    Change vs previous 13F +42 shares

    1.34% of the 13F portfolio, value $4,040,064.

    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 8,312 shares
    Change vs previous 13F -115 shares

    1.45% of the 13F portfolio, value $4,305,186.

    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 8,427 shares
    Change vs previous 13F +260 shares

    1.5% of the 13F portfolio, value $4,191,581.

    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 8,167 shares
    Change vs previous 13F +2,027 shares

    1.25% of the 13F portfolio, value $3,065,744.

    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 6,140 shares
    Change vs previous 13F -1,003 shares

    1.3% of the 13F portfolio, value $2,588,009.

    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 7,143 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,073,556.

    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).