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Disclosery

DAVIDSON TRUST CO: IWM position timeline

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

DAVIDSON TRUST CO held 13,469 IWM 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 13,469 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $3,742,900.

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

  2. period ended2026-06-30
    13F 13,469 shares
    Change vs previous 13F -495 shares

    1.58% of the 13F portfolio, value $4,046,761.

    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 13,964 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $3,463,072.

    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 13,964 shares
    Change vs previous 13F -100 shares

    1.43% of the 13F portfolio, value $3,437,378.

    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 14,064 shares
    Change vs previous 13F +642 shares

    1.4% of the 13F portfolio, value $3,402,925.

    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 13,422 shares
    Change vs previous 13F -9 shares

    1.34% of the 13F portfolio, value $2,896,333.

    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 13,431 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $2,679,350.

    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 13,431 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,967,714.

    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).