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WHITTIER TRUST CO: IWV position timeline

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

WHITTIER TRUST CO held 42,663 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,663 shares
    Change vs previous 13F +10,020 shares

    0.18% of the 13F portfolio, value $18,278,536.

    13F-HR 0001999371-26-016070 filed by WHITTIER TRUST CO
    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 32,643 shares
    Change vs previous 13F +11,200 shares

    0.14% of the 13F portfolio, value $12,255,161.

    13F-HR 0001999371-26-009263 filed by WHITTIER TRUST CO
    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 21,443 shares
    Change vs previous 13F +2,400 shares

    0.09% of the 13F portfolio, value $8,437,821.

    13F-HR 0001999371-26-001643 filed by WHITTIER TRUST CO
    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 19,043 shares
    Change vs previous 13F +72 shares

    0.08% of the 13F portfolio, value $7,251,003.

    13F-HR 0001999371-25-016642 filed by WHITTIER TRUST CO
    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 18,971 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $6,658,821.

    13F-HR 0001999371-25-010244 filed by WHITTIER TRUST CO
    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 18,971 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $6,025,754.

    13F-HR 0001999371-25-005288 filed by WHITTIER TRUST CO
    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 18,971 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $6,341,054.

    13F-HR 0001839882-25-008230 filed by WHITTIER TRUST CO
    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 18,971 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,198,202.

    13F-HR 0001999371-24-013629 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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