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Disclosery

DAVIDSON TRUST CO: IWR position timeline

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

DAVIDSON TRUST CO held 42,604 IWR 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 42,604 shares
    Change vs previous 13F -459 shares

    1.8% of the 13F portfolio, value $4,546,295.

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

  2. period ended2026-06-30
    13F 43,063 shares
    Change vs previous 13F -1,379 shares

    1.85% of the 13F portfolio, value $4,750,708.

    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 44,442 shares
    Change vs previous 13F 0 shares

    1.86% of the 13F portfolio, value $4,321,093.

    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 44,442 shares
    Change vs previous 13F +180 shares

    1.78% of the 13F portfolio, value $4,278,430.

    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 44,262 shares
    Change vs previous 13F +1,852 shares

    1.76% of the 13F portfolio, value $4,273,494.

    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 42,410 shares
    Change vs previous 13F -504 shares

    1.8% of the 13F portfolio, value $3,900,446.

    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 42,914 shares
    Change vs previous 13F -57 shares

    1.74% of the 13F portfolio, value $3,650,750.

    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 42,971 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $3,798,677.

    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).