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Disclosery

Dorsey & Whitney Trust CO LLC: IWV position timeline

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

Dorsey & Whitney Trust CO LLC held 5,997 IWV 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 5,997 shares
    Change vs previous 13F -177 shares

    0.12% of the 13F portfolio, value $2,557,121.

    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 6,174 shares
    Change vs previous 13F +267 shares

    0.13% of the 13F portfolio, value $2,288,578.

    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 5,907 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,285,123.

    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 5,907 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,238,399.

    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 5,907 shares
    Change vs previous 13F -769 shares

    0.11% of the 13F portfolio, value $2,073,357.

    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 6,676 shares
    Change vs previous 13F +400 shares

    0.12% of the 13F portfolio, value $2,120,565.

    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 6,276 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,097,753.

    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 6,276 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,050,557.

    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).