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Disclosery

Idaho Trust Co: VPU position timeline

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

Idaho Trust Co held 1,632 VPU 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 1,632 shares
    Change vs previous 13F -96 shares

    0.09% of the 13F portfolio, value $319,425.

    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 1,728 shares
    Change vs previous 13F +60 shares

    0.11% of the 13F portfolio, value $342,378.

    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 1,668 shares
    Change vs previous 13F -193 shares

    0.1% of the 13F portfolio, value $308,641.

    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 1,861 shares
    Change vs previous 13F -175 shares

    0.12% of the 13F portfolio, value $352,485.

    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 2,036 shares
    Change vs previous 13F +25 shares

    0.13% of the 13F portfolio, value $359,369.

    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 2,011 shares
    Change vs previous 13F -59 shares

    0.14% of the 13F portfolio, value $343,492.

    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 2,070 shares
    Change vs previous 13F +168 shares

    0.17% of the 13F portfolio, value $338,270.

    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 1,902 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $331,036.

    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).