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Disclosery

Providence First Trust Co: IWM position timeline

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

Providence First Trust Co held 5,309 IWM 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 5,309 shares
    Change vs previous 13F +1,387 shares

    0.45% of the 13F portfolio, value $1,595,089.

    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 3,922 shares
    Change vs previous 13F -2,121 shares

    0.34% of the 13F portfolio, value $972,656.

    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 6,043 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,487,545.

    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).