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TRUIST FINANCIAL CORP: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUIST FINANCIAL CORP on IVW, newest first. How the timeline and the estimate are built.

TRUIST FINANCIAL CORP held 1,142,608 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,142,608 shares
    Change vs previous 13F -81,345 shares

    0.19% of the 13F portfolio, value $157,142,822.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 1,223,953 shares
    Change vs previous 13F +54,490 shares

    0.19% of the 13F portfolio, value $138,441,296.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 1,169,463 shares
    Change vs previous 13F +3,702 shares

    0.19% of the 13F portfolio, value $144,147,987.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 1,165,761 shares
    Change vs previous 13F -23,720 shares

    0.19% of the 13F portfolio, value $140,730,624.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 1,189,481 shares
    Change vs previous 13F -39,562 shares

    0.19% of the 13F portfolio, value $130,961,859.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 1,229,043 shares
    Change vs previous 13F +37,944 shares

    0.18% of the 13F portfolio, value $114,092,047.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 1,191,099 shares
    Change vs previous 13F +37,240 shares

    0.19% of the 13F portfolio, value $120,932,329.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 1,153,859 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $110,481,956.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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