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SENTINEL TRUST CO LBA: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SENTINEL TRUST CO LBA on IWV, newest first. How the timeline and the estimate are built.

SENTINEL TRUST CO LBA held 250,902 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,902 shares
    Change vs previous 13F +7,974 shares

    9.47% of the 13F portfolio, value $106,985,000.

    13F-HR 0001114739-26-000004 filed by SENTINEL TRUST CO LBA
    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 242,928 shares
    Change vs previous 13F -1,113 shares

    8.95% of the 13F portfolio, value $90,049,000.

    13F-HR 0001114739-26-000003 filed by SENTINEL TRUST CO LBA
    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 244,041 shares
    Change vs previous 13F -321 shares

    9.3% of the 13F portfolio, value $94,407,000.

    13F-HR 0001114739-26-000001 filed by SENTINEL TRUST CO LBA
    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 244,362 shares
    Change vs previous 13F -2,795 shares

    9.44% of the 13F portfolio, value $92,599,000.

    13F-HR 0001114739-25-000006 filed by SENTINEL TRUST CO LBA
    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 247,157 shares
    Change vs previous 13F -5,715 shares

    9.42% of the 13F portfolio, value $86,752,000.

    13F-HR 0001114739-25-000004 filed by SENTINEL TRUST CO LBA
    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 252,872 shares
    Change vs previous 13F -54,154 shares

    9.47% of the 13F portfolio, value $80,322,000.

    13F-HR 0001114739-25-000003 filed by SENTINEL TRUST CO LBA
    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 307,026 shares
    Change vs previous 13F -18,731 shares

    11.78% of the 13F portfolio, value $102,623,000.

    13F-HR 0001114739-25-000001 filed by SENTINEL TRUST CO LBA
    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 325,757 shares
    Change vs previous 13F not available

    12.12% of the 13F portfolio, value $106,435,000.

    13F-HR 0001114739-24-000005 filed by SENTINEL TRUST CO LBA
    Filed (acceptance time not in the bulk data set), ingested

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