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Disclosery

Fiduciary Trust Co: IWV position timeline

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

Fiduciary Trust Co held 20,818 IWV 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 20,818 shares
    Change vs previous 13F -937 shares

    0.1% of the 13F portfolio, value $8,876,795.

    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 21,755 shares
    Change vs previous 13F -1,262 shares

    0.1% of the 13F portfolio, value $8,064,143.

    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 23,017 shares
    Change vs previous 13F -239 shares

    0.1% of the 13F portfolio, value $8,904,126.

    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 23,256 shares
    Change vs previous 13F -173 shares

    0.1% of the 13F portfolio, value $8,812,629.

    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 23,429 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $8,223,579.

    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 23,429 shares
    Change vs previous 13F +185 shares

    0.1% of the 13F portfolio, value $7,441,987.

    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 23,244 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $7,769,308.

    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 23,244 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,594,512.

    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).