FOUNDERS BANK & TRUST: IWD position timeline

FOUNDERS BANK & TRUST held 88,160 IWD 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 88,160 shares

   Change vs previous 13F -3,406 shares

   4.84% of the 13F portfolio, value $9,204,000.

   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 91,566 shares

   Change vs previous 13F -904 shares

   5.15% of the 13F portfolio, value $9,165,000.

   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 92,470 shares

   Change vs previous 13F +92,291 shares

   5.19% of the 13F portfolio, value $9,364,000.

   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 179 shares

   Change vs previous 13F -107,229 shares

   0.01% of the 13F portfolio, value $17,000.

   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 107,408 shares

   Change vs previous 13F +4,094 shares

   5.53% of the 13F portfolio, value $9,588,000.

   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 103,314 shares

   Change vs previous 13F -1,886 shares

   4.55% of the 13F portfolio, value $8,906,000.

   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 105,200 shares

   Change vs previous 13F not available

   4.71% of the 13F portfolio, value $8,814,000.

   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).