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Idaho Trust Co: SPSB position timeline

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

Idaho Trust Co held 10,133 SPSB 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 10,133 shares
    Change vs previous 13F -2,809 shares

    0.09% of the 13F portfolio, value $303,990.

    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 12,942 shares
    Change vs previous 13F -1,681 shares

    0.13% of the 13F portfolio, value $388,998.

    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 14,623 shares
    Change vs previous 13F -1,330 shares

    0.15% of the 13F portfolio, value $441,580.

    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 15,953 shares
    Change vs previous 13F -12,939 shares

    0.16% of the 13F portfolio, value $483,173.

    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 28,892 shares
    Change vs previous 13F -993 shares

    0.31% of the 13F portfolio, value $871,881.

    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 29,885 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $899,539.

    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).