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Atlantic Union Bankshares Corp: IWY position timeline

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

Atlantic Union Bankshares Corp held 560,723 IWY 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 560,723 shares
    Change vs previous 13F +61,209 shares

    2.72% of the 13F portfolio, value $162,957,318.

    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 499,514 shares
    Change vs previous 13F -5,497 shares

    2.39% of the 13F portfolio, value $124,299,064.

    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 505,011 shares
    Change vs previous 13F +3,895 shares

    2.62% of the 13F portfolio, value $139,857,747.

    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 501,116 shares
    Change vs previous 13F +27,017 shares

    2.58% of the 13F portfolio, value $137,130,394.

    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 474,099 shares
    Change vs previous 13F -23,405 shares

    2.67% of the 13F portfolio, value $116,870,113.

    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 ended2025-03-31
    13F 497,504 shares
    Change vs previous 13F -6,036 shares

    6.35% of the 13F portfolio, value $104,943,466.

    13F-HR 0001104659-25-044480 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).

  7. period ended2024-12-31
    13F 503,540 shares
    Change vs previous 13F +7,462 shares

    6.89% of the 13F portfolio, value $118,467,834.

    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).

  8. period ended2024-09-30
    13F 496,078 shares
    Change vs previous 13F not available

    6.34% of the 13F portfolio, value $109,161,950.

    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).