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Disclosery

WHI TRUST Co LLC: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WHI TRUST Co LLC on IWV, newest first. How the timeline and the estimate are built.

WHI TRUST Co LLC held 17,421 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,421 shares
    Change vs previous 13F +343 shares

    4.8% of the 13F portfolio, value $7,428,314.

    13F-HR 0002013902-26-000007 filed by WHI TRUST Co LLC
    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 17,078 shares
    Change vs previous 13F -567 shares

    4.77% of the 13F portfolio, value $6,330,473.

    13F-HR 0002013902-26-000006 filed by WHI TRUST Co LLC
    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 17,645 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $6,825,968.

    13F-HR 0002013902-26-000005 filed by WHI TRUST Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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