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Disclosery

Fiduciary Trust Co: IWM position timeline

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

Fiduciary Trust Co held 26,738 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,738 shares
    Change vs previous 13F +348 shares

    0.09% of the 13F portfolio, value $8,033,432.

    13F-HR 0001140361-26-032703 filed by Fiduciary 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 26,390 shares
    Change vs previous 13F -160 shares

    0.08% of the 13F portfolio, value $6,544,720.

    13F-HR 0001140361-26-021427 filed by Fiduciary 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 26,550 shares
    Change vs previous 13F -3,599 shares

    0.07% of the 13F portfolio, value $6,535,548.

    13F-HR 0001140361-26-005347 filed by Fiduciary 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 30,149 shares
    Change vs previous 13F -497 shares

    0.08% of the 13F portfolio, value $7,294,852.

    13F-HR 0001140361-25-042195 filed by Fiduciary 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 30,646 shares
    Change vs previous 13F -4,144 shares

    0.08% of the 13F portfolio, value $6,613,100.

    13F-HR 0001140361-25-030927 filed by Fiduciary 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 34,790 shares
    Change vs previous 13F +14 shares

    0.09% of the 13F portfolio, value $6,940,257.

    13F-HR 0001140361-25-019049 filed by Fiduciary 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 34,776 shares
    Change vs previous 13F -425 shares

    0.1% of the 13F portfolio, value $7,684,105.

    13F-HR 0001140361-25-004621 filed by Fiduciary 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 35,201 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,775,549.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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