Skip to content
Disclosery

Idaho Trust Co: WIP position timeline

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

Idaho Trust Co held 63,021 WIP 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 63,021 shares
    Change vs previous 13F +1,507 shares

    0.73% of the 13F portfolio, value $2,481,695.

    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 61,514 shares
    Change vs previous 13F +1,614 shares

    0.79% of the 13F portfolio, value $2,435,271.

    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 59,900 shares
    Change vs previous 13F -58,935 shares

    0.78% of the 13F portfolio, value $2,358,791.

    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 118,835 shares
    Change vs previous 13F -12,726 shares

    1.57% of the 13F portfolio, value $4,658,248.

    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 131,561 shares
    Change vs previous 13F +29,430 shares

    1.88% of the 13F portfolio, value $5,246,566.

    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 102,131 shares
    Change vs previous 13F -34,807 shares

    1.56% of the 13F portfolio, value $3,829,873.

    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 136,938 shares
    Change vs previous 13F +13,925 shares

    2.5% of the 13F portfolio, value $4,954,335.

    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 123,013 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $4,956,119.

    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).