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Disclosery

Idaho Trust Co: VNQ position timeline

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

Idaho Trust Co held 57,550 VNQ 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 57,550 shares
    Change vs previous 13F -8,049 shares

    1.62% of the 13F portfolio, value $5,549,411.

    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 65,599 shares
    Change vs previous 13F +3,616 shares

    1.89% of the 13F portfolio, value $5,818,516.

    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 61,983 shares
    Change vs previous 13F -3,216 shares

    1.82% of the 13F portfolio, value $5,484,762.

    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 65,199 shares
    Change vs previous 13F +1,769 shares

    2.01% of the 13F portfolio, value $5,960,380.

    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 63,430 shares
    Change vs previous 13F +15,921 shares

    2.02% of the 13F portfolio, value $5,648,984.

    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 47,509 shares
    Change vs previous 13F -7,694 shares

    1.75% of the 13F portfolio, value $4,301,386.

    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 55,203 shares
    Change vs previous 13F +1,193 shares

    2.48% of the 13F portfolio, value $4,917,407.

    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 54,010 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $5,261,571.

    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).