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Disclosery

ESL Trust Services, LLC: IWM position timeline

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

ESL Trust Services, LLC held 555 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 555 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $166,750.

    13F-HR 0001785545-26-000008 filed by ESL Trust Services, 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 555 shares
    Change vs previous 13F -250 shares

    0.03% of the 13F portfolio, value $137,640.

    13F-HR 0001785545-26-000005 filed by ESL Trust Services, 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 805 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $198,158.

    13F-HR 0001785545-26-000002 filed by ESL Trust Services, 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 805 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $194,777.

    13F-HR 0001785545-25-000009 filed by ESL Trust Services, 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 805 shares
    Change vs previous 13F -15 shares

    0.04% of the 13F portfolio, value $173,712.

    13F-HR 0001785545-25-000005 filed by ESL Trust Services, 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 820 shares
    Change vs previous 13F -90 shares

    0.04% of the 13F portfolio, value $163,581.

    13F-HR 0001785545-25-000002 filed by ESL Trust Services, 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 910 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $201,072.

    13F-HR 0001785545-25-000001 filed by ESL Trust Services, 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 910 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $201,010.

    13F-HR 0001785545-24-000006 filed by ESL Trust Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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