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Disclosery

National Philanthropic Trust: IWM position timeline

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

National Philanthropic Trust held 333,772 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 333,772 shares
    Change vs previous 13F +7,213 shares

    1.45% of the 13F portfolio, value $100,281,797.

    13F-HR 0001193805-26-001094 filed by National Philanthropic 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 326,559 shares
    Change vs previous 13F +11,944 shares

    0.86% of the 13F portfolio, value $80,986,632.

    13F-HR 0001193805-26-000629 filed by National Philanthropic 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 314,615 shares
    Change vs previous 13F +47,919 shares

    0.76% of the 13F portfolio, value $77,445,628.

    13F-HR 0001193805-26-000630 filed by National Philanthropic 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 266,696 shares
    Change vs previous 13F -20,959 shares

    0.72% of the 13F portfolio, value $64,529,764.

    13F-HR 0001193805-26-000631 filed by National Philanthropic 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 287,655 shares
    Change vs previous 13F +15,332 shares

    0.83% of the 13F portfolio, value $62,073,072.

    13F-HR 0001193805-26-000632 filed by National Philanthropic 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 272,323 shares
    Change vs previous 13F -2,476 shares

    0.88% of the 13F portfolio, value $54,325,715.

    13F-HR 0001193805-26-000634 filed by National Philanthropic 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 274,799 shares
    Change vs previous 13F +37,483 shares

    0.88% of the 13F portfolio, value $60,719,587.

    13F-HR 0001193805-26-000635 filed by National Philanthropic 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 237,316 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $52,420,731.

    13F-HR 0001193805-26-000637 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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