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BTC Capital Management, Inc.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTC Capital Management, Inc. on IWD, newest first. How the timeline and the estimate are built.

BTC Capital Management, Inc. held 114,711 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,711 shares
    Change vs previous 13F +16,183 shares

    1.69% of the 13F portfolio, value $27,810,598.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
    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 98,528 shares
    Change vs previous 13F -15,421 shares

    1.42% of the 13F portfolio, value $21,052,479.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, Inc.
    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 113,949 shares
    Change vs previous 13F +18,769 shares

    1.67% of the 13F portfolio, value $23,968,042.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
    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 95,180 shares
    Change vs previous 13F -18,675 shares

    1.34% of the 13F portfolio, value $19,376,270.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, Inc.
    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 113,855 shares
    Change vs previous 13F +6,448 shares

    1.8% of the 13F portfolio, value $22,053,848.

    13F-HR 0001085146-25-003740 filed by BTC Capital Management, Inc.
    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 107,407 shares
    Change vs previous 13F +10,409 shares

    1.85% of the 13F portfolio, value $20,206,684.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
    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 96,998 shares
    Change vs previous 13F +12,321 shares

    1.66% of the 13F portfolio, value $17,947,236.

    13F-HR 0001085146-25-000440 filed by BTC Capital Management, Inc.
    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 84,677 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $16,071,695.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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