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Disclosery

Dorsey & Whitney Trust CO LLC: IWM position timeline

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

Dorsey & Whitney Trust CO LLC held 27,539 IWM 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 27,539 shares
    Change vs previous 13F -550 shares

    0.4% of the 13F portfolio, value $8,274,092.

    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 28,089 shares
    Change vs previous 13F -197 shares

    0.38% of the 13F portfolio, value $6,966,072.

    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 28,286 shares
    Change vs previous 13F -192 shares

    0.37% of the 13F portfolio, value $6,962,882.

    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 28,478 shares
    Change vs previous 13F -321 shares

    0.36% of the 13F portfolio, value $6,890,536.

    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 28,799 shares
    Change vs previous 13F -1,138 shares

    0.33% of the 13F portfolio, value $6,214,537.

    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 29,937 shares
    Change vs previous 13F -1,055 shares

    0.35% of the 13F portfolio, value $5,972,133.

    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 30,992 shares
    Change vs previous 13F +11,471 shares

    0.38% of the 13F portfolio, value $6,847,990.

    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 19,521 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,311,993.

    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).