Skip to content
Disclosery

Idaho Trust Co: SPTL position timeline

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

Idaho Trust Co held 18,041 SPTL 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 18,041 shares
    Change vs previous 13F -5,095 shares

    0.14% of the 13F portfolio, value $473,010.

    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 23,136 shares
    Change vs previous 13F -1,928 shares

    0.2% of the 13F portfolio, value $608,212.

    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 25,064 shares
    Change vs previous 13F -2,588 shares

    0.22% of the 13F portfolio, value $663,156.

    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 27,652 shares
    Change vs previous 13F -22,059 shares

    0.25% of the 13F portfolio, value $745,176.

    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 49,711 shares
    Change vs previous 13F -1,899 shares

    0.47% of the 13F portfolio, value $1,320,741.

    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 51,610 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,406,889.

    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).