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Disclosery

TRUIST FINANCIAL CORP: IWO position timeline

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

TRUIST FINANCIAL CORP held 112,730 IWO 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 112,730 shares
    Change vs previous 13F -7,257 shares

    0.05% of the 13F portfolio, value $44,411,007.

    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 119,987 shares
    Change vs previous 13F -3,213 shares

    0.05% of the 13F portfolio, value $37,653,098.

    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 123,200 shares
    Change vs previous 13F -3,667 shares

    0.05% of the 13F portfolio, value $39,794,866.

    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 126,867 shares
    Change vs previous 13F -4,132 shares

    0.06% of the 13F portfolio, value $40,602,485.

    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 130,999 shares
    Change vs previous 13F -3,677 shares

    0.05% of the 13F portfolio, value $37,447,249.

    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 134,676 shares
    Change vs previous 13F -5,361 shares

    0.06% of the 13F portfolio, value $34,413,863.

    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 140,037 shares
    Change vs previous 13F +1,334 shares

    0.06% of the 13F portfolio, value $40,305,443.

    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 138,703 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $39,391,542.

    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).