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Disclosery

First Citizens Asset Management, Inc.: IWS position timeline

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

First Citizens Asset Management, Inc. held 165,173 IWS 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 165,173 shares
    Change vs previous 13F +702 shares

    8.69% of the 13F portfolio, value $27,187,419.

    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 164,471 shares
    Change vs previous 13F +8,815 shares

    8.5% of the 13F portfolio, value $23,970,016.

    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 155,656 shares
    Change vs previous 13F +782 shares

    7.68% of the 13F portfolio, value $21,955,347.

    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 154,874 shares
    Change vs previous 13F +48 shares

    7.67% of the 13F portfolio, value $21,631,223.

    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 154,826 shares
    Change vs previous 13F +23,820 shares

    7.25% of the 13F portfolio, value $20,458,714.

    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 131,006 shares
    Change vs previous 13F +943 shares

    6.42% of the 13F portfolio, value $16,502,869.

    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 130,063 shares
    Change vs previous 13F +922 shares

    6.16% of the 13F portfolio, value $16,822,321.

    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 129,141 shares
    Change vs previous 13F not available

    6.07% of the 13F portfolio, value $17,078,908.

    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).