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Disclosery

TRUST POINT INC.: IWM position timeline

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

TRUST POINT INC. held 9,023 IWM 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 9,023 shares
    Change vs previous 13F -293 shares

    0.23% of the 13F portfolio, value $2,710,961.

    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 9,316 shares
    Change vs previous 13F +140 shares

    0.2% of the 13F portfolio, value $2,310,368.

    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 9,176 shares
    Change vs previous 13F +449 shares

    0.18% of the 13F portfolio, value $2,258,763.

    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 8,727 shares
    Change vs previous 13F +140 shares

    0.17% of the 13F portfolio, value $2,111,585.

    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 8,587 shares
    Change vs previous 13F -1,936 shares

    0.17% of the 13F portfolio, value $1,852,988.

    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 10,523 shares
    Change vs previous 13F -236 shares

    0.19% of the 13F portfolio, value $2,099,232.

    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 10,759 shares
    Change vs previous 13F -2,104 shares

    0.16% of the 13F portfolio, value $2,377,308.

    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 12,863 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,841,310.

    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).