Skip to content
Disclosery

TRUST POINT INC.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUST POINT INC. on IVW, newest first. How the timeline and the estimate are built.

TRUST POINT INC. held 141,130 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,130 shares
    Change vs previous 13F -10,620 shares

    1.65% of the 13F portfolio, value $19,409,608.

    13F-HR 0001635633-26-000005 filed by TRUST POINT 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 151,750 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $17,164,442.

    13F-HR 0001635633-26-000004 filed by TRUST POINT 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 151,750 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $18,704,704.

    13F-HR 0001635633-26-000001 filed by TRUST POINT 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 151,750 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $18,319,261.

    13F-HR 0001635633-25-000009 filed by TRUST POINT 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 151,750 shares
    Change vs previous 13F -100 shares

    1.58% of the 13F portfolio, value $16,707,676.

    13F-HR 0001635633-25-000004 filed by TRUST POINT 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 151,850 shares
    Change vs previous 13F -864 shares

    1.29% of the 13F portfolio, value $14,096,235.

    13F-HR 0001635633-25-000003 filed by TRUST POINT 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 152,714 shares
    Change vs previous 13F -257 shares

    1.08% of the 13F portfolio, value $15,505,052.

    13F-HR 0001635633-25-000001 filed by TRUST POINT 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 152,971 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $14,646,974.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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