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Disclosery

Truepoint, Inc.: IWP position timeline

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

Truepoint, Inc. held 320,731 IWP 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 320,731 shares
    Change vs previous 13F -15,586 shares

    0.98% of the 13F portfolio, value $46,958,199.

    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 336,317 shares
    Change vs previous 13F +51,105 shares

    0.96% of the 13F portfolio, value $43,088,959.

    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 285,212 shares
    Change vs previous 13F -1,190 shares

    0.88% of the 13F portfolio, value $39,056,917.

    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 286,402 shares
    Change vs previous 13F -2,244 shares

    0.95% of the 13F portfolio, value $40,786,574.

    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 288,646 shares
    Change vs previous 13F +38,765 shares

    1% of the 13F portfolio, value $40,029,465.

    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 249,881 shares
    Change vs previous 13F +14,665 shares

    0.8% of the 13F portfolio, value $29,358,526.

    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 235,216 shares
    Change vs previous 13F -6,898 shares

    0.8% of the 13F portfolio, value $29,813,598.

    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 242,114 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $28,397,522.

    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).