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Disclosery

GREENLEAF TRUST: IWR position timeline

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

GREENLEAF TRUST held 30,587 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,587 shares
    Change vs previous 13F -1,235 shares

    0.03% of the 13F portfolio, value $3,374,358.

    13F-HR 0001162170-26-000006 filed by GREENLEAF TRUST
    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 31,822 shares
    Change vs previous 13F -2,050 shares

    0.03% of the 13F portfolio, value $3,094,053.

    13F-HR 0001162170-26-000005 filed by GREENLEAF TRUST
    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 33,872 shares
    Change vs previous 13F -10,295 shares

    0.03% of the 13F portfolio, value $3,260,857.

    13F-HR 0001162170-26-000002 filed by GREENLEAF TRUST
    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 44,167 shares
    Change vs previous 13F -35,795 shares

    0.04% of the 13F portfolio, value $4,264,324.

    13F-HR 0001162170-25-000007 filed by GREENLEAF TRUST
    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 79,962 shares
    Change vs previous 13F -2,798 shares

    0.07% of the 13F portfolio, value $7,354,105.

    13F-HR 0001162170-25-000006 filed by GREENLEAF TRUST
    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 82,760 shares
    Change vs previous 13F +7,744 shares

    0.06% of the 13F portfolio, value $7,040,393.

    13F-HR 0001162170-25-000005 filed by GREENLEAF TRUST
    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 75,016 shares
    Change vs previous 13F -1,156 shares

    0.06% of the 13F portfolio, value $6,631,414.

    13F-HR 0001162170-25-000001 filed by GREENLEAF TRUST
    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 76,172 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,713,800.

    13F-HR 0001162170-24-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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