PITCAIRN CO: IWV position timeline

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

PITCAIRN CO held 503,370 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 503,370 shares
Change vs previous 13F -4,120 shares
23.51% of the 13F portfolio, value $214,638,325.
13F-HR 0001398344-26-013906 filed by Pitcairn Wealth Advisors LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 507,490 shares
Change vs previous 13F -4,279 shares
18.07% of the 13F portfolio, value $196,323,126.
13F-HR 0001398344-26-009057 filed by Pitcairn Wealth Advisors LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 511,769 shares
Change vs previous 13F +170,460 shares
17.81% of the 13F portfolio, value $197,977,672.
13F-HR 0001398344-26-003029 filed by Pitcairn Wealth Advisors LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- PITCAIRN CO: 0 shares
- Pitcairn Wealth Advisors LLC: 511,769 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 341,309 shares
Change vs previous 13F -20,834 shares
10.21% of the 13F portfolio, value $129,335,471.
13F-HR 0001398344-25-020811 filed by PITCAIRN CO
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 362,143 shares
Change vs previous 13F -174,828 shares
8.33% of the 13F portfolio, value $127,112,043.
13F-HR/A 0001398344-25-016064 filed by PITCAIRN CO
Filed 2025-08-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 536,971 shares
Change vs previous 13F -14,618 shares
10.29% of the 13F portfolio, value $170,563,333.
13F-HR 0001398344-25-009070 filed by PITCAIRN CO
Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 551,589 shares
Change vs previous 13F -7,355 shares
10.89% of the 13F portfolio, value $184,368,481.
13F-HR 0001398344-25-002577 filed by PITCAIRN CO
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 558,944 shares
Change vs previous 13F not available
10.79% of the 13F portfolio, value $182,623,634.
13F-HR 0001398344-24-020506 filed by PITCAIRN CO
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).