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TRUIST FINANCIAL CORP: TAXE position timeline

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

TRUIST FINANCIAL CORP held 8,208 TAXE 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 8,208 shares
    Change vs previous 13F -360 shares

    <0.01% of the 13F portfolio, value $420,865.

    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 8,568 shares
    Change vs previous 13F +1,415 shares

    <0.01% of the 13F portfolio, value $434,629.

    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 7,153 shares
    Change vs previous 13F +2,599 shares

    <0.01% of the 13F portfolio, value $365,518.

    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 4,554 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,070.

    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).