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Bryn Mawr Trust Advisors, LLC: IWY position timeline

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

Bryn Mawr Trust Advisors, LLC held 255,752 IWY 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 255,752 shares
    Change vs previous 13F -3,017 shares

    3.24% of the 13F portfolio, value $74,326,682.

    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 258,769 shares
    Change vs previous 13F -4,191 shares

    3.12% of the 13F portfolio, value $64,392,147.

    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 262,960 shares
    Change vs previous 13F +4,469 shares

    3.5% of the 13F portfolio, value $72,824,115.

    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 258,491 shares
    Change vs previous 13F +23,919 shares

    3.51% of the 13F portfolio, value $70,736,179.

    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 234,572 shares
    Change vs previous 13F +17,295 shares

    3.17% of the 13F portfolio, value $57,824,464.

    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 217,277 shares
    Change vs previous 13F -28,170 shares

    2.75% of the 13F portfolio, value $45,832,323.

    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 245,447 shares
    Change vs previous 13F +13,076 shares

    3.11% of the 13F portfolio, value $57,746,144.

    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 232,371 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $51,133,310.

    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).