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Bryn Mawr Trust Advisors, LLC: IWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bryn Mawr Trust Advisors, LLC on IWX, newest first. How the timeline and the estimate are built.

Bryn Mawr Trust Advisors, LLC held 236,778 IWX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,778 shares
    Change vs previous 13F -5,680 shares

    1.09% of the 13F portfolio, value $24,899,581.

    13F-HR 0001085146-26-000552 filed by Bryn Mawr Trust Advisors, LLC
    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 242,458 shares
    Change vs previous 13F -15,376 shares

    1.09% of the 13F portfolio, value $22,468,624.

    13F-HR 0001085146-26-000380 filed by Bryn Mawr Trust Advisors, LLC
    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 257,834 shares
    Change vs previous 13F +8,706 shares

    1.14% of the 13F portfolio, value $23,684,586.

    13F-HR 0001085146-26-000145 filed by Bryn Mawr Trust Advisors, LLC
    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 249,128 shares
    Change vs previous 13F +27,466 shares

    1.09% of the 13F portfolio, value $21,893,389.

    13F-HR 0001700481-25-000005 filed by Bryn Mawr Trust Advisors, LLC
    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 221,662 shares
    Change vs previous 13F +31,227 shares

    1.02% of the 13F portfolio, value $18,661,760.

    13F-HR 0001085146-25-004586 filed by Bryn Mawr Trust Advisors, LLC
    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 190,435 shares
    Change vs previous 13F +22,747 shares

    0.94% of the 13F portfolio, value $15,649,962.

    13F-HR 0001085146-25-002560 filed by Bryn Mawr Trust Advisors, LLC
    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/A 167,688 shares
    Change vs previous 13F +15,382 shares

    0.71% of the 13F portfolio, value $13,252,415.

    13F-HR/A 0001085146-25-000795 filed by Bryn Mawr Trust Advisors, LLC
    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 152,306 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $12,377,932.

    13F-HR 0001085146-24-005137 filed by Bryn Mawr Trust Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).