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Disclosery

Wind River Trust Co: IWV position timeline

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

Wind River Trust Co held 113,918 IWV 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 113,918 shares
    Change vs previous 13F -10,124 shares

    16.4% of the 13F portfolio, value $48,574,635.

    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 124,042 shares
    Change vs previous 13F 0 shares

    17.34% of the 13F portfolio, value $45,979,889.

    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 124,042 shares
    Change vs previous 13F 0 shares

    17.92% of the 13F portfolio, value $47,985,648.

    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 124,042 shares
    Change vs previous 13F -650 shares

    17.38% of the 13F portfolio, value $47,004,475.

    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 124,692 shares
    Change vs previous 13F 0 shares

    17.55% of the 13F portfolio, value $43,766,892.

    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 124,692 shares
    Change vs previous 13F 0 shares

    16.99% of the 13F portfolio, value $39,607,167.

    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 124,692 shares
    Change vs previous 13F 0 shares

    16.39% of the 13F portfolio, value $41,678,301.

    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 124,692 shares
    Change vs previous 13F not available

    15.68% of the 13F portfolio, value $40,740,617.

    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).