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Disclosery

Idaho Trust Co: VFH position timeline

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

Idaho Trust Co held 11,188 VFH 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 11,188 shares
    Change vs previous 13F -753 shares

    0.43% of the 13F portfolio, value $1,472,335.

    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 11,941 shares
    Change vs previous 13F +13 shares

    0.47% of the 13F portfolio, value $1,442,586.

    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 11,928 shares
    Change vs previous 13F -2,273 shares

    0.53% of the 13F portfolio, value $1,592,264.

    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 14,201 shares
    Change vs previous 13F -817 shares

    0.63% of the 13F portfolio, value $1,863,733.

    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 15,018 shares
    Change vs previous 13F -2,198 shares

    0.68% of the 13F portfolio, value $1,911,785.

    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 17,216 shares
    Change vs previous 13F +1,926 shares

    0.84% of the 13F portfolio, value $2,056,789.

    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 15,290 shares
    Change vs previous 13F +819 shares

    0.91% of the 13F portfolio, value $1,805,281.

    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 14,471 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,590,497.

    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).