Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 2 | Q3 2023 | 6.7% |
VANGUARD INDEX FDS | 2 | Q3 2023 | 6.5% |
VANGUARD INTL EQUITY INDEX F | 2 | Q3 2023 | 5.6% |
ISHARES TR | 2 | Q3 2023 | 4.9% |
ISHARES TR | 2 | Q3 2023 | 4.0% |
VANGUARD INDEX FDS | 2 | Q3 2023 | 4.2% |
ISHARES TR | 2 | Q3 2023 | 3.6% |
VANGUARD INTL EQUITY INDEX F | 2 | Q3 2023 | 3.4% |
ISHARES INC | 2 | Q3 2023 | 3.0% |
VANGUARD INDEX FDS | 2 | Q3 2023 | 2.9% |
View Idaho Trust Bank's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
Oak Valley BancorpSold out | February 09, 2016 | 0 | 0.0% |
View Idaho Trust Bank's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-22 |
SC 13G/A | 2016-02-09 |
SC 13G/A | 2015-01-27 |
SC 13G/A | 2014-02-11 |
SC 13G/A | 2013-05-08 |
SC 13G | 2013-02-08 |
View Idaho Trust Bank's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.