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Disclosery

DT Investment Partners, LLC: IWR position timeline

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

DT Investment Partners, LLC held 260,626 IWR 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 260,626 shares
    Change vs previous 13F -8,261 shares

    2.14% of the 13F portfolio, value $28,752,261.

    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 268,887 shares
    Change vs previous 13F +22,203 shares

    2.18% of the 13F portfolio, value $26,143,884.

    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 246,684 shares
    Change vs previous 13F +4,258 shares

    1.97% of the 13F portfolio, value $23,748,269.

    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 242,426 shares
    Change vs previous 13F +168,839 shares

    1.98% of the 13F portfolio, value $23,406,231.

    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 73,587 shares
    Change vs previous 13F +29,762 shares

    0.61% of the 13F portfolio, value $6,767,798.

    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 43,825 shares
    Change vs previous 13F +2,327 shares

    0.36% of the 13F portfolio, value $3,728,193.

    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 41,498 shares
    Change vs previous 13F -446 shares

    0.31% of the 13F portfolio, value $3,668,424.

    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 41,944 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,696,945.

    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).