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Disclosery

Idaho Trust Co: TFI position timeline

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

Idaho Trust Co held 24,883 TFI 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 24,883 shares
    Change vs previous 13F +573 shares

    0.33% of the 13F portfolio, value $1,139,385.

    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 24,310 shares
    Change vs previous 13F +829 shares

    0.36% of the 13F portfolio, value $1,102,209.

    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 23,481 shares
    Change vs previous 13F +6,602 shares

    0.36% of the 13F portfolio, value $1,073,076.

    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 16,879 shares
    Change vs previous 13F -1,158 shares

    0.26% of the 13F portfolio, value $769,002.

    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 18,037 shares
    Change vs previous 13F -313 shares

    0.29% of the 13F portfolio, value $805,526.

    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 18,350 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $826,843.

    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).

  7. period ended2024-12-31
    13F 18,350 shares
    Change vs previous 13F -32 shares

    0.42% of the 13F portfolio, value $836,938.

    13F-HR 0001085146-25-000913 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).

  8. period ended2024-09-30
    13F 18,382 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $860,638.

    13F-HR 0001085146-24-005695 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).