Skip to content
Disclosery

TRUIST FINANCIAL CORP: IWY position timeline

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

TRUIST FINANCIAL CORP held 443,280 IWY 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 443,280 shares
    Change vs previous 13F -16,581 shares

    0.15% of the 13F portfolio, value $128,825,937.

    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 459,861 shares
    Change vs previous 13F -56,032 shares

    0.15% of the 13F portfolio, value $114,431,874.

    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 515,893 shares
    Change vs previous 13F -67,017 shares

    0.19% of the 13F portfolio, value $142,871,500.

    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 582,910 shares
    Change vs previous 13F +46 shares

    0.22% of the 13F portfolio, value $159,513,193.

    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 582,864 shares
    Change vs previous 13F -70,910 shares

    0.21% of the 13F portfolio, value $143,681,727.

    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 653,774 shares
    Change vs previous 13F -10,548 shares

    0.22% of the 13F portfolio, value $137,907,047.

    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 664,322 shares
    Change vs previous 13F -20,103 shares

    0.25% of the 13F portfolio, value $156,295,072.

    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 684,425 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $150,607,775.

    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).