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Disclosery

Idaho Trust Co: SPYG position timeline

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

Idaho Trust Co held 24,852 SPYG 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 24,852 shares
    Change vs previous 13F -5,443 shares

    0.86% of the 13F portfolio, value $2,957,099.

    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 30,295 shares
    Change vs previous 13F -7,792 shares

    0.96% of the 13F portfolio, value $2,966,132.

    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 38,087 shares
    Change vs previous 13F -7,542 shares

    1.35% of the 13F portfolio, value $4,063,832.

    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 45,629 shares
    Change vs previous 13F -29,888 shares

    1.61% of the 13F portfolio, value $4,768,621.

    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 75,517 shares
    Change vs previous 13F -2,738 shares

    2.57% of the 13F portfolio, value $7,198,198.

    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 78,255 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $6,289,354.

    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).