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Dorsey & Whitney Trust CO LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dorsey & Whitney Trust CO LLC on IWD, newest first. How the timeline and the estimate are built.

Dorsey & Whitney Trust CO LLC held 22,996 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,996 shares
    Change vs previous 13F +4 shares

    0.27% of the 13F portfolio, value $5,574,921.

    13F-HR 0001062993-26-004398 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 22,992 shares
    Change vs previous 13F -1,173 shares

    0.27% of the 13F portfolio, value $4,912,700.

    13F-HR 0001062993-26-002606 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 24,165 shares
    Change vs previous 13F +238 shares

    0.27% of the 13F portfolio, value $5,082,868.

    13F-HR 0001062993-26-000798 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 23,927 shares
    Change vs previous 13F -1,510 shares

    0.26% of the 13F portfolio, value $4,871,298.

    13F-HR 0001062993-25-016736 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 25,437 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $4,940,628.

    13F-HR 0001062993-25-014027 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,437 shares
    Change vs previous 13F -2,385 shares

    0.28% of the 13F portfolio, value $4,786,227.

    13F-HR 0001062993-25-009319 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 27,822 shares
    Change vs previous 13F +1,783 shares

    0.28% of the 13F portfolio, value $5,150,685.

    13F-HR 0001062993-25-001820 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,039 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,942,203.

    13F-HR 0001062993-24-018838 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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