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Disclosery

DAVIDSON TRUST CO: IWO position timeline

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

DAVIDSON TRUST CO held 4,066 IWO 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 4,066 shares
    Change vs previous 13F +138 shares

    0.57% of the 13F portfolio, value $1,451,299.

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

  2. period ended2026-06-30
    13F 3,928 shares
    Change vs previous 13F +383 shares

    0.6% of the 13F portfolio, value $1,547,969.

    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 3,545 shares
    Change vs previous 13F +102 shares

    0.48% of the 13F portfolio, value $1,111,959.

    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 3,443 shares
    Change vs previous 13F -76 shares

    0.46% of the 13F portfolio, value $1,112,231.

    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 3,519 shares
    Change vs previous 13F +207 shares

    0.46% of the 13F portfolio, value $1,125,868.

    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 3,312 shares
    Change vs previous 13F +217 shares

    0.44% of the 13F portfolio, value $946,597.

    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 3,095 shares
    Change vs previous 13F +68 shares

    0.38% of the 13F portfolio, value $790,962.

    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 3,027 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $871,202.

    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).