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Disclosery

Idaho Trust Co: RWX position timeline

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

Idaho Trust Co held 97,025 RWX 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 97,025 shares
    Change vs previous 13F -10,884 shares

    0.77% of the 13F portfolio, value $2,619,675.

    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 107,909 shares
    Change vs previous 13F +955 shares

    0.93% of the 13F portfolio, value $2,871,334.

    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 106,954 shares
    Change vs previous 13F -5,528 shares

    0.99% of the 13F portfolio, value $2,994,712.

    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 112,482 shares
    Change vs previous 13F +2,474 shares

    1.05% of the 13F portfolio, value $3,126,903.

    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 110,008 shares
    Change vs previous 13F +18,232 shares

    1.08% of the 13F portfolio, value $3,013,037.

    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 91,776 shares
    Change vs previous 13F -9,445 shares

    0.92% of the 13F portfolio, value $2,245,675.

    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 101,221 shares
    Change vs previous 13F +5,390 shares

    1.17% of the 13F portfolio, value $2,331,039.

    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 95,831 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,641,029.

    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).