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Disclosery

Idaho Trust Co: SPEM position timeline

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

Idaho Trust Co held 14,360 SPEM 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 14,360 shares
    Change vs previous 13F -3,166 shares

    0.22% of the 13F portfolio, value $743,387.

    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 17,526 shares
    Change vs previous 13F -2,587 shares

    0.27% of the 13F portfolio, value $821,938.

    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 20,113 shares
    Change vs previous 13F -3,329 shares

    0.31% of the 13F portfolio, value $941,449.

    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 23,442 shares
    Change vs previous 13F -16,347 shares

    0.37% of the 13F portfolio, value $1,097,269.

    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 39,789 shares
    Change vs previous 13F -1,402 shares

    0.61% of the 13F portfolio, value $1,700,113.

    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 41,191 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,621,690.

    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).