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Disclosery

Idaho Trust Co: VWO position timeline

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

Idaho Trust Co held 402,658 VWO 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 402,658 shares
    Change vs previous 13F +44,159 shares

    7.02% of the 13F portfolio, value $24,030,487.

    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 358,499 shares
    Change vs previous 13F +49,791 shares

    6.3% of the 13F portfolio, value $19,373,160.

    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 308,708 shares
    Change vs previous 13F +103,273 shares

    5.5% of the 13F portfolio, value $16,592,959.

    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 205,435 shares
    Change vs previous 13F -7,506 shares

    3.75% of the 13F portfolio, value $11,130,364.

    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 212,941 shares
    Change vs previous 13F +3,475 shares

    3.76% of the 13F portfolio, value $10,529,849.

    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 209,466 shares
    Change vs previous 13F +28,543 shares

    3.86% of the 13F portfolio, value $9,478,278.

    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 180,923 shares
    Change vs previous 13F +3,005 shares

    4.01% of the 13F portfolio, value $7,967,769.

    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 177,918 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $8,511,521.

    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).