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TRUST POINT INC.: IWF position timeline

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

TRUST POINT INC. held 31,231 IWF 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 31,231 shares
    Change vs previous 13F +23,342 shares

    0.33% of the 13F portfolio, value $3,877,954.

    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 7,889 shares
    Change vs previous 13F +1,966 shares

    0.29% of the 13F portfolio, value $3,363,869.

    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 5,923 shares
    Change vs previous 13F -54 shares

    0.22% of the 13F portfolio, value $2,803,356.

    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 5,977 shares
    Change vs previous 13F -431 shares

    0.23% of the 13F portfolio, value $2,799,688.

    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 6,408 shares
    Change vs previous 13F -180 shares

    0.26% of the 13F portfolio, value $2,720,708.

    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 6,588 shares
    Change vs previous 13F -25 shares

    0.22% of the 13F portfolio, value $2,378,862.

    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 6,613 shares
    Change vs previous 13F -22 shares

    0.18% of the 13F portfolio, value $2,655,649.

    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 6,635 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,490,645.

    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).