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Disclosery

Providence First Trust Co: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Providence First Trust Co on IWD, newest first. How the timeline and the estimate are built.

Providence First Trust Co held 6,439 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,439 shares
    Change vs previous 13F -691 shares

    0.44% of the 13F portfolio, value $1,561,007.

    13F-HR 0001713735-26-000005 filed by Providence First Trust Co
    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 7,130 shares
    Change vs previous 13F -445 shares

    0.54% of the 13F portfolio, value $1,523,467.

    13F-HR 0001713735-26-000004 filed by Providence First Trust Co
    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 7,575 shares
    Change vs previous 13F +6,268 shares

    0.55% of the 13F portfolio, value $1,593,326.

    13F-HR 0001713735-26-000001 filed by Providence First Trust Co
    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 1,307 shares
    Change vs previous 13F -750 shares

    0.09% of the 13F portfolio, value $266,092.

    13F-HR 0001713735-25-000007 filed by Providence First Trust Co
    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 2,057 shares
    Change vs previous 13F +323 shares

    0.14% of the 13F portfolio, value $399,531.

    13F-HR 0001713735-25-000006 filed by Providence First Trust Co
    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 1,734 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $326,269.

    13F-HR 0001713735-25-000005 filed by Providence First Trust Co
    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 1,734 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $321,015.

    13F-HR 0001713735-25-000001 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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