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Copeland Capital Management, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copeland Capital Management, LLC on IWR, newest first. How the timeline and the estimate are built.

Copeland Capital Management, LLC held 2,139 IWR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,139 shares
    Change vs previous 13F -199,232 shares

    0.01% of the 13F portfolio, value $228,332.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 201,371 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $22,215,248.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).