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Disclosery

Passumpsic Savings Bank: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Passumpsic Savings Bank on IWY, newest first. How the timeline and the estimate are built.

Passumpsic Savings Bank held 18,263 IWY shares at 2025-12-31 per its 13F-HR filed 2026-02-05.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 18,263 shares
    Change vs previous 13F +2,020 shares

    2.77% of the 13F portfolio, value $5,057,755.

    13F-HR 0002023170-26-000001 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 16,243 shares
    Change vs previous 13F +188 shares

    2.38% of the 13F portfolio, value $3,821,491.

    13F-HR 0002023170-25-000001 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 16,055 shares
    Change vs previous 13F +820 shares

    2.32% of the 13F portfolio, value $3,532,903.

    13F-HR 0002023170-24-000005 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 15,235 shares
    Change vs previous 13F +1,218 shares

    2.34% of the 13F portfolio, value $3,268,212.

    13F-HR 0002023170-24-000003 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 14,017 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,734,717.

    13F-HR 0002023170-24-000002 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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