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Texas Capital Bank Wealth Management Services Inc: IWR position timeline

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

Texas Capital Bank Wealth Management Services Inc held 223,463 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,463 shares
    Change vs previous 13F -19,159 shares

    1.32% of the 13F portfolio, value $24,652,439.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services 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 242,622 shares
    Change vs previous 13F -15,963 shares

    1.4% of the 13F portfolio, value $23,590,137.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services 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 258,585 shares
    Change vs previous 13F +28,974 shares

    1.44% of the 13F portfolio, value $24,893,978.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services 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 229,611 shares
    Change vs previous 13F -25,342 shares

    1.83% of the 13F portfolio, value $22,168,919.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services 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 254,953 shares
    Change vs previous 13F -34,931 shares

    2.19% of the 13F portfolio, value $23,448,008.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services 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 289,884 shares
    Change vs previous 13F -64,925 shares

    2.49% of the 13F portfolio, value $24,660,403.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services 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 354,809 shares
    Change vs previous 13F -31,802 shares

    3.21% of the 13F portfolio, value $31,365,126.

    13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services 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 386,611 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $34,075,918.

    13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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