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Disclosery

SPINNAKER TRUST: IBDW position timeline

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

SPINNAKER TRUST held 80,939 IBDW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,939 shares
    Change vs previous 13F +26,076 shares

    0.08% of the 13F portfolio, value $1,686,769.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 54,863 shares
    Change vs previous 13F +30,189 shares

    0.06% of the 13F portfolio, value $1,148,283.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 24,674 shares
    Change vs previous 13F +8,742 shares

    0.03% of the 13F portfolio, value $521,855.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 15,932 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $338,077.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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