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Disclosery

DT Investment Partners, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DT Investment Partners, LLC on IWB, newest first. How the timeline and the estimate are built.

DT Investment Partners, LLC held 148,918 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,918 shares
    Change vs previous 13F +25,097 shares

    4.55% of the 13F portfolio, value $60,981,732.

    13F-HR 0001537621-26-000007 filed by DT Investment Partners, 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 123,821 shares
    Change vs previous 13F +4,590 shares

    3.67% of the 13F portfolio, value $44,149,784.

    13F-HR 0001537621-26-000005 filed by DT Investment Partners, 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 119,231 shares
    Change vs previous 13F -1,913 shares

    3.69% of the 13F portfolio, value $44,525,777.

    13F-HR 0001537621-26-000002 filed by DT Investment Partners, 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 121,144 shares
    Change vs previous 13F -6,664 shares

    3.75% of the 13F portfolio, value $44,275,830.

    13F-HR 0001193125-25-245791 filed by DT Investment Partners, 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 127,808 shares
    Change vs previous 13F +26,175 shares

    3.9% of the 13F portfolio, value $43,399,857.

    13F-HR 0000950123-25-006516 filed by DT Investment Partners, 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 101,633 shares
    Change vs previous 13F -23,771 shares

    3.01% of the 13F portfolio, value $31,175,024.

    13F-HR 0000950123-25-003822 filed by DT Investment Partners, 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 125,404 shares
    Change vs previous 13F -3,972 shares

    3.42% of the 13F portfolio, value $40,400,006.

    13F-HR 0000950123-25-000719 filed by DT Investment Partners, 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 129,376 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $40,674,445.

    13F-HR 0000950123-24-009833 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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