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Disclosery

Idaho Trust Co: SHM position timeline

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

Idaho Trust Co held 0 SHM shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -10,986 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 10,986 shares
    Change vs previous 13F -3,877 shares

    0.17% of the 13F portfolio, value $527,217.

    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).

  3. period ended2025-09-30
    13F 14,863 shares
    Change vs previous 13F -1,224 shares

    0.24% of the 13F portfolio, value $716,689.

    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).

  4. period ended2025-06-30
    13F 16,087 shares
    Change vs previous 13F -1,191 shares

    0.27% of the 13F portfolio, value $769,276.

    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).

  5. period ended2025-03-31
    13F 17,278 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $822,255.

    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).

  6. period ended2024-12-31
    13F 17,278 shares
    Change vs previous 13F -9,147 shares

    0.41% of the 13F portfolio, value $818,627.

    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).

  7. period ended2024-09-30
    13F 26,425 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,271,830.

    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).