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Disclosery

Idaho Trust Co: VV position timeline

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

Idaho Trust Co held 44,948 VV 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 44,948 shares
    Change vs previous 13F +3,388 shares

    4.52% of the 13F portfolio, value $15,457,498.

    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 41,560 shares
    Change vs previous 13F +5,061 shares

    4.04% of the 13F portfolio, value $12,419,674.

    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 36,499 shares
    Change vs previous 13F -6,494 shares

    3.81% of the 13F portfolio, value $11,489,420.

    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 42,993 shares
    Change vs previous 13F +3,696 shares

    4.46% of the 13F portfolio, value $13,235,303.

    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 39,297 shares
    Change vs previous 13F +1,543 shares

    4.01% of the 13F portfolio, value $11,210,955.

    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 37,754 shares
    Change vs previous 13F +439 shares

    3.96% of the 13F portfolio, value $9,703,459.

    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 37,315 shares
    Change vs previous 13F +2,814 shares

    5.07% of the 13F portfolio, value $10,063,406.

    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 34,501 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $9,083,354.

    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).