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Disclosery

Idaho Trust Co: SPYV position timeline

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

Idaho Trust Co held 24,360 SPYV 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 24,360 shares
    Change vs previous 13F -4,986 shares

    0.43% of the 13F portfolio, value $1,480,807.

    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 29,346 shares
    Change vs previous 13F -8,378 shares

    0.54% of the 13F portfolio, value $1,660,351.

    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 37,724 shares
    Change vs previous 13F -5,665 shares

    0.71% of the 13F portfolio, value $2,143,052.

    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 43,389 shares
    Change vs previous 13F -20,290 shares

    0.81% of the 13F portfolio, value $2,400,650.

    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 63,679 shares
    Change vs previous 13F -1,716 shares

    1.19% of the 13F portfolio, value $3,332,874.

    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 65,395 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $3,339,723.

    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).