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Disclosery

Trust Co of the South: IWF position timeline

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

Trust Co of the South held 22,240 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,240 shares
    Change vs previous 13F +16,680 shares

    0.39% of the 13F portfolio, value $2,761,541.

    13F-HR 0002008165-26-000003 filed by Trust Co of the South
    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 5,560 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $2,370,784.

    13F-HR 0002008165-26-000002 filed by Trust Co of the South
    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 5,560 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $2,631,548.

    13F-HR 0002008165-26-000001 filed by Trust Co of the South
    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 5,560 shares
    Change vs previous 13F -4 shares

    0.43% of the 13F portfolio, value $2,604,360.

    13F-HR 0002008165-25-000006 filed by Trust Co of the South
    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 5,564 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $2,362,363.

    13F-HR 0002008165-25-000004 filed by Trust Co of the South
    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 5,564 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $2,009,105.

    13F-HR 0002008165-25-000003 filed by Trust Co of the South
    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 5,564 shares
    Change vs previous 13F -616 shares

    0.45% of the 13F portfolio, value $2,234,391.

    13F-HR 0002008165-25-000001 filed by Trust Co of the South
    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 6,180 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,319,848.

    13F-HR 0002008165-24-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

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