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TRUST POINT INC.: IWR position timeline

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

TRUST POINT INC. held 90,979 IWR 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 90,979 shares
    Change vs previous 13F +184 shares

    0.85% of the 13F portfolio, value $10,036,801.

    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 90,795 shares
    Change vs previous 13F -1,969 shares

    0.77% of the 13F portfolio, value $8,827,998.

    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 92,764 shares
    Change vs previous 13F -1,555 shares

    0.71% of the 13F portfolio, value $8,930,387.

    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 94,319 shares
    Change vs previous 13F -2,037 shares

    0.74% of the 13F portfolio, value $9,106,502.

    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 96,356 shares
    Change vs previous 13F -9,453 shares

    0.84% of the 13F portfolio, value $8,861,862.

    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 105,809 shares
    Change vs previous 13F -362 shares

    0.82% of the 13F portfolio, value $9,001,172.

    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 106,171 shares
    Change vs previous 13F +6,497 shares

    0.65% of the 13F portfolio, value $9,385,516.

    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 99,674 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $8,785,264.

    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).