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Disclosery

First Citizens Asset Management, Inc.: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Citizens Asset Management, Inc. on IWP, newest first. How the timeline and the estimate are built.

First Citizens Asset Management, Inc. held 85,212 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,212 shares
    Change vs previous 13F -5,061 shares

    3.99% of the 13F portfolio, value $12,475,934.

    13F-HR 0001964116-26-000017 filed by First Citizens Asset Management, Inc.
    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 90,273 shares
    Change vs previous 13F -8,613 shares

    4.1% of the 13F portfolio, value $11,565,754.

    13F-HR 0001964116-26-000002 filed by First Citizens Asset Management, Inc.
    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 98,886 shares
    Change vs previous 13F +1,514 shares

    4.73% of the 13F portfolio, value $13,541,468.

    13F-HR 0001964116-26-000001 filed by First Citizens Asset Management, Inc.
    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/A 97,372 shares
    Change vs previous 13F +11,287 shares

    4.92% of the 13F portfolio, value $13,866,754.

    13F-HR/A 0001964116-26-000014 filed by First Citizens Asset Management, Inc.
    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/A 86,085 shares
    Change vs previous 13F -3,083 shares

    4.23% of the 13F portfolio, value $11,938,262.

    13F-HR/A 0001964116-26-000013 filed by First Citizens Asset Management, Inc.
    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/A 89,168 shares
    Change vs previous 13F -695 shares

    4.07% of the 13F portfolio, value $10,476,331.

    13F-HR/A 0001964116-26-000012 filed by First Citizens Asset Management, Inc.
    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/A 89,863 shares
    Change vs previous 13F +22,515 shares

    4.17% of the 13F portfolio, value $11,390,106.

    13F-HR/A 0001964116-26-000011 filed by First Citizens Asset Management, Inc.
    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/A 67,348 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $7,899,208.

    13F-HR/A 0001964116-26-000010 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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