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Disclosery

New Covenant Trust Company, N.A.: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Covenant Trust Company, N.A. on IWR, newest first. How the timeline and the estimate are built.

New Covenant Trust Company, N.A. held 0 IWR shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,239 shares

    13F-HR 0001214659-25-010508 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 3,239 shares
    Change vs previous 13F -36 shares

    0.29% of the 13F portfolio, value $274,117.

    13F-HR 0001214659-25-006248 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,275 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $289,608.

    13F-HR 0001214659-25-002096 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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