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Disclosery

Wind River Trust Co: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wind River Trust Co on IWD, newest first. How the timeline and the estimate are built.

Wind River Trust Co held 207,228 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,228 shares
    Change vs previous 13F -24,171 shares

    16.97% of the 13F portfolio, value $50,238,284.

    13F-HR 0001104659-26-096727 filed by Wind River 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 231,399 shares
    Change vs previous 13F -2,306 shares

    18.65% of the 13F portfolio, value $49,443,024.

    13F-HR 0001104659-26-060933 filed by Wind River 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 233,705 shares
    Change vs previous 13F 0 shares

    18.36% of the 13F portfolio, value $49,157,510.

    13F-HR 0001104659-26-010813 filed by Wind River 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 233,705 shares
    Change vs previous 13F -4,596 shares

    17.59% of the 13F portfolio, value $47,580,001.

    13F-HR 0001104659-25-109750 filed by Wind River 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 238,301 shares
    Change vs previous 13F -3,430 shares

    18.56% of the 13F portfolio, value $46,285,203.

    13F-HR 0001104659-25-076670 filed by Wind River 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 241,731 shares
    Change vs previous 13F -11,604 shares

    19.51% of the 13F portfolio, value $45,484,105.

    13F-HR 0001104659-25-048995 filed by Wind River 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 253,335 shares
    Change vs previous 13F 0 shares

    18.44% of the 13F portfolio, value $46,899,909.

    13F-HR 0001104659-25-010362 filed by Wind River 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 253,335 shares
    Change vs previous 13F not available

    18.5% of the 13F portfolio, value $48,082,983.

    13F-HR 0001104659-24-110912 filed by Wind River Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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