FOUNDERS BANK & TRUST: DWX position timeline

FOUNDERS BANK & TRUST held 150,287 DWX shares at 2014-12-31 per its 13F-HR filed 2015-02-09.

the latest 13F is the newest step

1. period ended2014-12-31

   13F 150,287 shares

   Change vs previous 13F -82,857 shares

   3.32% of the 13F portfolio, value $6,315,000.

   13F-HR 0001358096-15-000001 filed by FOUNDERS BANK & TRUST
   Filed 2015-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:17:13 UTC

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

2. period ended2014-09-30

   13F 233,144 shares

   Change vs previous 13F +6,033 shares

   6.06% of the 13F portfolio, value $10,789,000.

   13F-HR 0001358096-14-000004 filed by FOUNDERS BANK & TRUST
   Filed 2014-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 19:26:03 UTC

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

3. period ended2014-06-30

   13F 227,111 shares

   Change vs previous 13F +1,084 shares

   6.46% of the 13F portfolio, value $11,651,000.

   13F-HR 0001358096-14-000003 filed by FOUNDERS BANK & TRUST
   Filed 2014-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC

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

4. period ended2014-03-31

   13F 226,027 shares

   Change vs previous 13F +2,573 shares

   6.39% of the 13F portfolio, value $10,980,000.

   13F-HR 0001358096-14-000002 filed by FOUNDERS BANK & TRUST
   Filed 2014-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC

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

5. period ended2013-12-31

   13F 223,454 shares

   Change vs previous 13F +19,757 shares

   5.77% of the 13F portfolio, value $10,004,000.

   13F-HR 0001358096-14-000001 filed by FOUNDERS BANK & TRUST
   Filed 2014-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC

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

6. period ended2013-09-30

   13F 203,697 shares

   Change vs previous 13F -14,313 shares

   4.85% of the 13F portfolio, value $9,502,000.

   13F-HR 0001358096-13-000004 filed by FOUNDERS BANK & TRUST
   Filed 2013-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC

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

7. period ended2013-06-30

   13F 218,010 shares

   Change vs previous 13F not available

   5.09% of the 13F portfolio, value $9,516,000.

   13F-HR 0001358096-13-000003 filed by FOUNDERS BANK & TRUST
   Filed 2013-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC

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