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Disclosery

Idaho Trust Co: SHYG position timeline

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

Idaho Trust Co held 11,518 SHYG 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 11,518 shares
    Change vs previous 13F -3,346 shares

    0.14% of the 13F portfolio, value $488,343.

    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 14,864 shares
    Change vs previous 13F -1,356 shares

    0.2% of the 13F portfolio, value $628,860.

    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 16,220 shares
    Change vs previous 13F -1,586 shares

    0.23% of the 13F portfolio, value $695,151.

    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 17,806 shares
    Change vs previous 13F -14,039 shares

    0.26% of the 13F portfolio, value $770,775.

    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 31,845 shares
    Change vs previous 13F -841 shares

    0.49% of the 13F portfolio, value $1,373,404.

    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 32,686 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,389,809.

    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).