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Disclosery

First National Trust Co: IWR position timeline

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

First National Trust Co held 122,161 IWR 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 122,161 shares
    Change vs previous 13F +3,666 shares

    0.46% of the 13F portfolio, value $13,476,800.

    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 118,495 shares
    Change vs previous 13F +3,588 shares

    0.39% of the 13F portfolio, value $11,521,268.

    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 114,907 shares
    Change vs previous 13F +14,496 shares

    0.37% of the 13F portfolio, value $11,062,096.

    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 100,411 shares
    Change vs previous 13F -30,648 shares

    0.33% of the 13F portfolio, value $9,694,681.

    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 131,059 shares
    Change vs previous 13F +10,930 shares

    0.45% of the 13F portfolio, value $12,053,495.

    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 120,129 shares
    Change vs previous 13F -9,242 shares

    0.41% of the 13F portfolio, value $10,219,373.

    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 129,371 shares
    Change vs previous 13F +13,337 shares

    0.43% of the 13F portfolio, value $11,436,396.

    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 116,034 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $10,227,236.

    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).