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Disclosery

CoreFirst Bank & Trust: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CoreFirst Bank & Trust on IWD, newest first. How the timeline and the estimate are built.

CoreFirst Bank & Trust held 694 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 694 shares
    Change vs previous 13F -15 shares

    0.08% of the 13F portfolio, value $168,246.

    13F-HR 0001845199-26-000003 filed by CoreFirst Bank & Trust
    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 709 shares
    Change vs previous 13F -145 shares

    0.08% of the 13F portfolio, value $151,492.

    13F-HR 0001845199-26-000002 filed by CoreFirst Bank & Trust
    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 854 shares
    Change vs previous 13F +42 shares

    0.1% of the 13F portfolio, value $179,630.

    13F-HR 0001845199-26-000001 filed by CoreFirst Bank & Trust
    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 812 shares
    Change vs previous 13F -65 shares

    0.09% of the 13F portfolio, value $165,315.

    13F-HR 0001845199-25-000006 filed by CoreFirst Bank & Trust
    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 877 shares
    Change vs previous 13F +877 shares

    0.1% of the 13F portfolio, value $170,340.

    13F-HR 0001845199-25-000004 filed by CoreFirst Bank & Trust
    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 0 shares
    Change vs previous 13F -877 shares

    13F-HR 0001845199-25-000003 filed by CoreFirst Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 877 shares
    Change vs previous 13F +506 shares

    0.1% of the 13F portfolio, value $162,359.

    13F-HR 0001845199-25-000002 filed by CoreFirst Bank & Trust
    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 371 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $70,416.

    13F-HR 0001845199-25-000001 filed by CoreFirst Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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