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DAVIDSON TRUST CO: IWN position timeline

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

DAVIDSON TRUST CO held 4,999 IWN 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 4,999 shares
    Change vs previous 13F -98 shares

    0.41% of the 13F portfolio, value $1,046,396.

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

  2. period ended2026-06-30
    13F 5,097 shares
    Change vs previous 13F +941 shares

    0.44% of the 13F portfolio, value $1,127,396.

    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 4,156 shares
    Change vs previous 13F +98 shares

    0.34% of the 13F portfolio, value $787,707.

    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 4,058 shares
    Change vs previous 13F -80 shares

    0.31% of the 13F portfolio, value $735,256.

    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 4,138 shares
    Change vs previous 13F +641 shares

    0.3% of the 13F portfolio, value $732,123.

    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 3,497 shares
    Change vs previous 13F +637 shares

    0.25% of the 13F portfolio, value $551,586.

    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 2,860 shares
    Change vs previous 13F +89 shares

    0.21% of the 13F portfolio, value $431,780.

    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 2,771 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $454,848.

    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).