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Disclosery

CANANDAIGUA NATIONAL BANK & TRUST CO: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CANANDAIGUA NATIONAL BANK & TRUST CO on IWV, newest first. How the timeline and the estimate are built.

CANANDAIGUA NATIONAL BANK & TRUST CO held 4,150 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,150 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,791,389.

    13F-HR 0001074266-26-000004 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,150 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,769,560.

    13F-HR 0001074266-26-000003 filed by CANANDAIGUA NATIONAL BANK & 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 ended2026-03-31
    13F 4,150 shares
    Change vs previous 13F +290 shares

    0.14% of the 13F portfolio, value $1,538,322.

    13F-HR 0000759458-26-000001 filed by CANANDAIGUA NATIONAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,860 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,493,241.

    13F-HR 0001074266-26-000001 filed by CANANDAIGUA NATIONAL BANK & 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 ended2025-09-30
    13F 3,860 shares
    Change vs previous 13F +14 shares

    0.13% of the 13F portfolio, value $1,462,708.

    13F-HR 0001074266-25-000005 filed by CANANDAIGUA NATIONAL BANK & 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 ended2025-06-30
    13F 3,846 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,349,946.

    13F-HR 0001074266-25-000004 filed by CANANDAIGUA NATIONAL BANK & 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 ended2025-03-31
    13F 3,846 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,221,643.

    13F-HR 0000759458-25-000003 filed by CANANDAIGUA NATIONAL BANK & 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 ended2024-12-31
    13F 3,846 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,285,526.

    13F-HR 0000759458-25-000001 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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