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Disclosery

Rossmore Private Capital: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rossmore Private Capital on IWB, newest first. How the timeline and the estimate are built.

Rossmore Private Capital held 6,095 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,095 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,495,903.

    13F-HR 0001398344-26-013208 filed by Rossmore Private Capital
    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 6,095 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,173,233.

    13F-HR 0001398344-26-008115 filed by Rossmore Private Capital
    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 6,095 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,276,117.

    13F-HR 0001398344-26-002304 filed by Rossmore Private Capital
    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 6,095 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,227,601.

    13F-HR 0001398344-25-020058 filed by Rossmore Private Capital
    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 6,095 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,069,679.

    13F-HR 0001062993-25-013790 filed by Rossmore Private Capital
    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 6,095 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,869,580.

    13F-HR 0001062993-25-009136 filed by Rossmore Private Capital
    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 6,095 shares
    Change vs previous 13F -50 shares

    0.24% of the 13F portfolio, value $1,963,565.

    13F-HR 0001062993-25-002262 filed by Rossmore Private Capital
    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 6,145 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,931,927.

    13F-HR 0001062993-24-018306 filed by Rossmore Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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