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Wilmington Savings Fund Society, FSB: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilmington Savings Fund Society, FSB on IWV, newest first. How the timeline and the estimate are built.

Wilmington Savings Fund Society, FSB held 21,412 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 21,412 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $9,130,077.

    13F-HR 0000900974-26-000003 filed by Wilmington Savings Fund Society, FSB
    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 21,412 shares
    Change vs previous 13F -93 shares

    0.19% of the 13F portfolio, value $7,937,000.

    13F-HR 0000900974-26-000002 filed by Wilmington Savings Fund Society, FSB
    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 21,505 shares
    Change vs previous 13F +190 shares

    0.2% of the 13F portfolio, value $8,319,209.

    13F-HR 0000900974-26-000001 filed by Wilmington Savings Fund Society, FSB
    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/A 21,315 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $8,077,106.

    13F-HR/A 0000900974-25-000010 filed by Wilmington Savings Fund Society, FSB
    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 21,315 shares
    Change vs previous 13F -1,698 shares

    0.13% of the 13F portfolio, value $7,481,565.

    13F-HR 0000900974-25-000004 filed by Wilmington Savings Fund Society, FSB
    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 23,013 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $7,309,849.

    13F-HR 0000900974-25-000003 filed by Wilmington Savings Fund Society, FSB
    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 23,013 shares
    Change vs previous 13F -725 shares

    0.14% of the 13F portfolio, value $7,692,095.

    13F-HR 0000900974-25-000002 filed by Wilmington Savings Fund Society, FSB
    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 23,738 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,755,917.

    13F-HR 0000900974-24-000010 filed by Wilmington Savings Fund Society, FSB
    Filed (acceptance time not in the bulk data set), ingested

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