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DT Investment Partners, LLC: IWO position timeline

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

DT Investment Partners, LLC held 20,537 IWO 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 20,537 shares
    Change vs previous 13F +6,818 shares

    0.6% of the 13F portfolio, value $8,090,757.

    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 13,719 shares
    Change vs previous 13F +425 shares

    0.36% of the 13F portfolio, value $4,305,160.

    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 13,294 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $4,294,095.

    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 13,294 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $4,254,612.

    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 13,294 shares
    Change vs previous 13F -1,191 shares

    0.34% of the 13F portfolio, value $3,800,223.

    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 14,485 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $3,701,353.

    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 14,485 shares
    Change vs previous 13F -2,080 shares

    0.35% of the 13F portfolio, value $4,169,073.

    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 16,565 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,704,460.

    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).