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Disclosery

Truepoint, Inc.: IWF position timeline

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

Truepoint, Inc. held 87,449 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,449 shares
    Change vs previous 13F +64,974 shares

    0.23% of the 13F portfolio, value $10,858,544.

    13F-HR 0001765380-26-000257 filed by Truepoint, 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 22,475 shares
    Change vs previous 13F +6 shares

    0.21% of the 13F portfolio, value $9,583,534.

    13F-HR 0001765380-26-000192 filed by Truepoint, 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 22,469 shares
    Change vs previous 13F -757 shares

    0.24% of the 13F portfolio, value $10,634,747.

    13F-HR 0001765380-26-000107 filed by Truepoint, 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 23,226 shares
    Change vs previous 13F -447 shares

    0.25% of the 13F portfolio, value $10,879,307.

    13F-HR 0001765380-25-000491 filed by Truepoint, 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 23,673 shares
    Change vs previous 13F -809 shares

    0.25% of the 13F portfolio, value $10,050,908.

    13F-HR 0001765380-25-000316 filed by Truepoint, 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 24,482 shares
    Change vs previous 13F +267 shares

    0.24% of the 13F portfolio, value $8,840,097.

    13F-HR 0001765380-25-000212 filed by Truepoint, 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 24,215 shares
    Change vs previous 13F -907 shares

    0.26% of the 13F portfolio, value $9,724,302.

    13F-HR 0001765380-25-000073 filed by Truepoint, 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 25,122 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $9,430,348.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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