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Disclosery

TRUST POINT INC.: IWD position timeline

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

TRUST POINT INC. held 9,750 IWD 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 9,750 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,363,692.

    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 9,750 shares
    Change vs previous 13F +5,915 shares

    0.18% of the 13F portfolio, value $2,083,283.

    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 3,835 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $806,653.

    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 3,835 shares
    Change vs previous 13F -95 shares

    0.06% of the 13F portfolio, value $780,769.

    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 3,930 shares
    Change vs previous 13F -20 shares

    0.07% of the 13F portfolio, value $763,323.

    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 3,950 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $743,231.

    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 3,950 shares
    Change vs previous 13F -963 shares

    0.05% of the 13F portfolio, value $731,264.

    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 4,913 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $932,488.

    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).