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Disclosery

TRUIST FINANCIAL CORP: IWP position timeline

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

TRUIST FINANCIAL CORP held 641,849 IWP 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 641,849 shares
    Change vs previous 13F +3,919 shares

    0.11% of the 13F portfolio, value $93,973,150.

    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 637,930 shares
    Change vs previous 13F -54,854 shares

    0.11% of the 13F portfolio, value $81,731,544.

    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 692,784 shares
    Change vs previous 13F +16,494 shares

    0.13% of the 13F portfolio, value $94,869,789.

    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 676,290 shares
    Change vs previous 13F -3,243 shares

    0.13% of the 13F portfolio, value $96,310,509.

    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 679,533 shares
    Change vs previous 13F -580,886 shares

    0.14% of the 13F portfolio, value $94,237,637.

    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 1,260,419 shares
    Change vs previous 13F +551,089 shares

    0.24% of the 13F portfolio, value $148,086,646.

    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 709,330 shares
    Change vs previous 13F -697 shares

    0.14% of the 13F portfolio, value $89,907,599.

    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 710,027 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $83,279,077.

    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).