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Disclosery

Atlantic Union Bankshares Corp: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlantic Union Bankshares Corp on IWV, newest first. How the timeline and the estimate are built.

Atlantic Union Bankshares Corp held 1,084 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 1,084 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $462,219.

    13F-HR 0001104659-26-093928 filed by Atlantic Union Bankshares Corp
    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 1,084 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $401,818.

    13F-HR 0001104659-26-059434 filed by Atlantic Union Bankshares Corp
    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 1,084 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $419,347.

    13F-HR 0001104659-26-010283 filed by Atlantic Union Bankshares Corp
    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 1,084 shares
    Change vs previous 13F +460 shares

    0.01% of the 13F portfolio, value $410,772.

    13F-HR 0001104659-25-106156 filed by Atlantic Union Bankshares Corp
    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 624 shares
    Change vs previous 13F +624 shares

    0.01% of the 13F portfolio, value $219,024.

    13F-HR 0001104659-25-074455 filed by Atlantic Union Bankshares Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -643 shares

    13F-HR 0001104659-25-010353 filed by Atlantic Union Bankshares Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 643 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,087.

    13F-HR 0001104659-24-118728 filed by Atlantic Union Bankshares Corp
    Filed (acceptance time not in the bulk data set), ingested

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