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Disclosery

Fiduciary Trust Co: IWO position timeline

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

Fiduciary Trust Co held 19,973 IWO 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 19,973 shares
    Change vs previous 13F -481 shares

    0.09% of the 13F portfolio, value $7,868,409.

    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 20,454 shares
    Change vs previous 13F -306 shares

    0.08% of the 13F portfolio, value $6,418,628.

    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 20,760 shares
    Change vs previous 13F -693 shares

    0.08% of the 13F portfolio, value $6,705,795.

    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 21,453 shares
    Change vs previous 13F -47 shares

    0.08% of the 13F portfolio, value $6,865,818.

    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 21,500 shares
    Change vs previous 13F -944 shares

    0.08% of the 13F portfolio, value $6,145,990.

    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 22,444 shares
    Change vs previous 13F -38 shares

    0.08% of the 13F portfolio, value $5,735,116.

    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 22,482 shares
    Change vs previous 13F -12 shares

    0.09% of the 13F portfolio, value $6,470,769.

    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 22,494 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,388,296.

    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).