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Disclosery

DAVIDSON TRUST CO: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIDSON TRUST CO on IWF, newest first. How the timeline and the estimate are built.

DAVIDSON TRUST CO held 14,814 IWF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,814 shares
    Change vs previous 13F +97 shares

    0.73% of the 13F portfolio, value $1,855,633.

    13F-HR 0001133119-26-000007 filed by DAVIDSON TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,717 shares
    Change vs previous 13F +11,463 shares

    0.71% of the 13F portfolio, value $1,827,377.

    13F-HR 0001133119-26-000004 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,254 shares
    Change vs previous 13F -55 shares

    0.6% of the 13F portfolio, value $1,387,943.

    13F-HR 0001133119-26-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,309 shares
    Change vs previous 13F -47 shares

    0.65% of the 13F portfolio, value $1,566,801.

    13F-HR 0001133119-26-000001 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,356 shares
    Change vs previous 13F -75 shares

    0.65% of the 13F portfolio, value $1,572,235.

    13F-HR 0001133119-25-000006 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,431 shares
    Change vs previous 13F -75 shares

    0.67% of the 13F portfolio, value $1,457,033.

    13F-HR 0001133119-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,506 shares
    Change vs previous 13F +2,520 shares

    0.6% of the 13F portfolio, value $1,266,596.

    13F-HR 0001080107-25-000005 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 986 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $396,237.

    13F-HR 0001080107-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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