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Disclosery

First National Trust Co: IWM position timeline

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

First National Trust Co held 45,488 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,488 shares
    Change vs previous 13F +262 shares

    0.46% of the 13F portfolio, value $13,666,869.

    13F-HR 0001193125-26-325220 filed by First National Trust Co
    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 45,226 shares
    Change vs previous 13F +1,690 shares

    0.38% of the 13F portfolio, value $11,216,048.

    13F-HR 0001193125-26-210882 filed by First National Trust Co
    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 43,536 shares
    Change vs previous 13F +2,623 shares

    0.36% of the 13F portfolio, value $10,716,821.

    13F-HR 0001193125-26-042071 filed by First National Trust Co
    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 40,913 shares
    Change vs previous 13F +242 shares

    0.34% of the 13F portfolio, value $9,899,309.

    13F-HR 0001193125-25-268273 filed by First National Trust Co
    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 40,671 shares
    Change vs previous 13F +2,816 shares

    0.33% of the 13F portfolio, value $8,776,394.

    13F-HR 0000950123-25-006904 filed by First National Trust Co
    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 37,855 shares
    Change vs previous 13F -512 shares

    0.3% of the 13F portfolio, value $7,551,693.

    13F-HR 0000950123-25-004260 filed by First National Trust Co
    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 38,367 shares
    Change vs previous 13F +7,559 shares

    0.32% of the 13F portfolio, value $8,477,572.

    13F-HR 0000950123-25-001359 filed by First National Trust Co
    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 30,808 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,805,178.

    13F-HR 0000950123-24-010352 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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