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Disclosery

SPINNAKER TRUST: IWM position timeline

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

SPINNAKER TRUST held 9,497 IWM 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 9,497 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,853,374.

    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 9,497 shares
    Change vs previous 13F -505 shares

    0.13% of the 13F portfolio, value $2,355,256.

    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 10,002 shares
    Change vs previous 13F -459 shares

    0.13% of the 13F portfolio, value $2,462,092.

    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 10,461 shares
    Change vs previous 13F +4 shares

    0.14% of the 13F portfolio, value $2,531,144.

    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).

  5. period ended2025-06-30
    13F 10,457 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $2,256,516.

    13F-HR 0001158970-25-000005 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).

  6. period ended2025-03-31
    13F 10,455 shares
    Change vs previous 13F -1 shares

    0.14% of the 13F portfolio, value $2,085,668.

    13F-HR 0001158970-25-000004 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).

  7. period ended2024-12-31
    13F 10,456 shares
    Change vs previous 13F +11 shares

    0.15% of the 13F portfolio, value $2,310,358.

    13F-HR 0001158970-25-000001 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).

  8. period ended2024-09-30
    13F 10,445 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,307,196.

    13F-HR 0001158970-24-000005 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).