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Disclosery

Idaho Trust Co: SPDW position timeline

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

Idaho Trust Co held 44,894 SPDW 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 44,894 shares
    Change vs previous 13F -8,140 shares

    0.66% of the 13F portfolio, value $2,261,723.

    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 53,034 shares
    Change vs previous 13F -24,008 shares

    0.79% of the 13F portfolio, value $2,420,956.

    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 77,042 shares
    Change vs previous 13F -10,348 shares

    1.13% of the 13F portfolio, value $3,420,618.

    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 87,390 shares
    Change vs previous 13F -30,822 shares

    1.26% of the 13F portfolio, value $3,739,355.

    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 118,212 shares
    Change vs previous 13F -6,335 shares

    1.71% of the 13F portfolio, value $4,785,134.

    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 124,547 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $4,534,756.

    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).