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Disclosery

Truepoint, Inc.: IWV position timeline

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

Truepoint, Inc. held 57,571 IWV 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 57,571 shares
    Change vs previous 13F -548 shares

    0.51% of the 13F portfolio, value $24,548,437.

    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 58,119 shares
    Change vs previous 13F -438 shares

    0.48% of the 13F portfolio, value $21,543,693.

    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 58,557 shares
    Change vs previous 13F -992 shares

    0.51% of the 13F portfolio, value $22,652,923.

    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 59,549 shares
    Change vs previous 13F -311 shares

    0.52% of the 13F portfolio, value $22,565,643.

    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 59,860 shares
    Change vs previous 13F -21 shares

    0.52% of the 13F portfolio, value $21,010,994.

    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 59,881 shares
    Change vs previous 13F -15 shares

    0.52% of the 13F portfolio, value $19,020,722.

    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 59,896 shares
    Change vs previous 13F -843 shares

    0.54% of the 13F portfolio, value $20,020,199.

    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 60,739 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $19,845,215.

    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).