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Disclosery

First National Trust Co: IWV position timeline

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

First National Trust Co held 5,675 IWV 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 5,675 shares
    Change vs previous 13F +265 shares

    0.08% of the 13F portfolio, value $2,419,820.

    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 5,410 shares
    Change vs previous 13F -32,926 shares

    0.07% of the 13F portfolio, value $2,005,378.

    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 38,336 shares
    Change vs previous 13F -94 shares

    0.49% of the 13F portfolio, value $14,830,281.

    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 38,430 shares
    Change vs previous 13F +1,557 shares

    0.5% of the 13F portfolio, value $14,562,664.

    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 36,873 shares
    Change vs previous 13F -2,389 shares

    0.48% of the 13F portfolio, value $12,942,423.

    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 39,262 shares
    Change vs previous 13F -1,452 shares

    0.5% of the 13F portfolio, value $12,471,181.

    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 40,714 shares
    Change vs previous 13F +1,162 shares

    0.51% of the 13F portfolio, value $13,608,654.

    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 39,552 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $12,922,824.

    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).