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Towne Trust Company, N.A: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Towne Trust Company, N.A on IWF, newest first. How the timeline and the estimate are built.

Towne Trust Company, N.A held 7,825 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,825 shares
    Change vs previous 13F +5,910 shares

    0.29% of the 13F portfolio, value $971,630.

    13F-HR 0001102256-26-000004 filed by Towne Trust Company, N.A
    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 1,915 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $816,556.

    13F-HR 0001102256-26-000003 filed by Towne Trust Company, N.A
    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 1,915 shares
    Change vs previous 13F -257 shares

    0.28% of the 13F portfolio, value $906,370.

    13F-HR 0001102256-26-000002 filed by Towne Trust Company, N.A
    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 2,172 shares
    Change vs previous 13F +60 shares

    0.33% of the 13F portfolio, value $1,017,387.

    13F-HR 0001102256-25-000009 filed by Towne Trust Company, N.A
    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/A 2,112 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $896,713.

    13F-HR/A 0001102256-25-000007 filed by Towne Trust Company, N.A
    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 2,112 shares
    Change vs previous 13F +510 shares

    0.27% of the 13F portfolio, value $762,622.

    13F-HR 0001102256-25-000003 filed by Towne Trust Company, N.A
    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 1,602 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $643,331.

    13F-HR 0001102256-25-000001 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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