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Disclosery

Rossmore Private Capital: IWR position timeline

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

Rossmore Private Capital held 96,256 IWR 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 96,256 shares
    Change vs previous 13F +7,130 shares

    0.86% of the 13F portfolio, value $10,618,938.

    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 89,126 shares
    Change vs previous 13F -498 shares

    0.76% of the 13F portfolio, value $8,665,704.

    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 89,624 shares
    Change vs previous 13F +11,462 shares

    0.77% of the 13F portfolio, value $8,628,086.

    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 78,162 shares
    Change vs previous 13F -1,236 shares

    0.81% of the 13F portfolio, value $7,546,527.

    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 79,398 shares
    Change vs previous 13F -841 shares

    0.85% of the 13F portfolio, value $7,302,272.

    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 80,239 shares
    Change vs previous 13F -3,512 shares

    0.84% of the 13F portfolio, value $6,825,974.

    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 83,751 shares
    Change vs previous 13F -276 shares

    0.92% of the 13F portfolio, value $7,403,622.

    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 84,027 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $7,406,131.

    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).