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TCV Trust & Wealth Management, Inc.: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCV Trust & Wealth Management, Inc. on IWR, newest first. How the timeline and the estimate are built.

TCV Trust & Wealth Management, Inc. held 60,737 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,737 shares
    Change vs previous 13F -274 shares

    0.51% of the 13F portfolio, value $6,700,505.

    13F-HR 0001140361-26-029583 filed by TCV Trust & Wealth Management, Inc.
    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 61,011 shares
    Change vs previous 13F -2,300 shares

    0.5% of the 13F portfolio, value $5,932,099.

    13F-HR 0001140361-26-015860 filed by TCV Trust & Wealth Management, Inc.
    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 63,311 shares
    Change vs previous 13F -341 shares

    0.49% of the 13F portfolio, value $6,094,949.

    13F-HR 0001140361-26-002130 filed by TCV Trust & Wealth Management, Inc.
    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 63,652 shares
    Change vs previous 13F +2,794 shares

    0.51% of the 13F portfolio, value $6,145,600.

    13F-HR 0001140361-25-039035 filed by TCV Trust & Wealth Management, Inc.
    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 60,858 shares
    Change vs previous 13F -1,579 shares

    0.49% of the 13F portfolio, value $5,597,109.

    13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, Inc.
    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 62,437 shares
    Change vs previous 13F -1,407 shares

    0.49% of the 13F portfolio, value $5,311,515.

    13F-HR 0001140361-25-015354 filed by TCV Trust & Wealth Management, Inc.
    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 63,844 shares
    Change vs previous 13F -258 shares

    0.52% of the 13F portfolio, value $5,643,809.

    13F-HR 0001140361-25-002309 filed by TCV Trust & Wealth Management, Inc.
    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 64,102 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,649,949.

    13F-HR 0001140361-24-044082 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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