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Disclosery

Sageworth Trust Co: IWM position timeline

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

Sageworth Trust Co held 50,082 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,082 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $15,047,137.

    13F-HR 0001482688-26-000007 filed by Sageworth 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 50,082 shares
    Change vs previous 13F -1,695 shares

    0.53% of the 13F portfolio, value $12,420,336.

    13F-HR 0001482688-26-000005 filed by Sageworth 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 51,777 shares
    Change vs previous 13F -411 shares

    0.55% of the 13F portfolio, value $12,745,426.

    13F-HR 0001482688-26-000003 filed by Sageworth 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 52,188 shares
    Change vs previous 13F -10 shares

    0.59% of the 13F portfolio, value $12,627,409.

    13F-HR 0001482688-25-000011 filed by Sageworth 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 52,198 shares
    Change vs previous 13F -116 shares

    0.62% of the 13F portfolio, value $11,263,807.

    13F-HR 0001482688-25-000008 filed by Sageworth 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 52,314 shares
    Change vs previous 13F -780 shares

    0.65% of the 13F portfolio, value $10,436,119.

    13F-HR 0001482688-25-000006 filed by Sageworth 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 53,094 shares
    Change vs previous 13F -9,873 shares

    0.73% of the 13F portfolio, value $11,731,650.

    13F-HR 0001482688-25-000003 filed by Sageworth Trust Co
    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 62,967 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $13,908,780.

    13F-HR 0001482688-24-000009 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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