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Disclosery

Simmons Bank: IWV position timeline

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

Simmons Bank held 8,955 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,955 shares
    Change vs previous 13F -408 shares

    0.22% of the 13F portfolio, value $3,817,986.

    13F-HR 0001193125-26-328871 filed by Simmons Bank
    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 9,363 shares
    Change vs previous 13F -489 shares

    0.23% of the 13F portfolio, value $3,470,306.

    13F-HR 0001193125-26-173397 filed by Simmons Bank
    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 9,852 shares
    Change vs previous 13F -1,174 shares

    0.25% of the 13F portfolio, value $3,810,868.

    13F-HR 0001193125-26-037903 filed by Simmons Bank
    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 11,026 shares
    Change vs previous 13F -1,401 shares

    0.28% of the 13F portfolio, value $4,177,812.

    13F-HR 0001193125-25-264360 filed by Simmons Bank
    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 12,427 shares
    Change vs previous 13F -853 shares

    0.31% of the 13F portfolio, value $4,361,527.

    13F-HR 0000950123-25-007036 filed by Simmons Bank
    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 13,280 shares
    Change vs previous 13F -758 shares

    0.32% of the 13F portfolio, value $4,217,943.

    13F-HR 0000950123-25-003810 filed by Simmons Bank
    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 14,038 shares
    Change vs previous 13F +285 shares

    0.34% of the 13F portfolio, value $4,691,884.

    13F-HR 0000950123-25-000894 filed by Simmons Bank
    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 13,753 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,493,193.

    13F-HR 0000950123-24-010380 filed by Simmons Bank
    Filed (acceptance time not in the bulk data set), ingested

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