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Disclosery

TRUIST FINANCIAL CORP: WTM position timeline

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

TRUIST FINANCIAL CORP held 716 WTM 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 716 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $1,484,547.

    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 684 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $1,502,721.

    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 736 shares
    Change vs previous 13F -437 shares

    <0.01% of the 13F portfolio, value $1,529,430.

    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 1,173 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $1,960,693.

    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 1,240 shares
    Change vs previous 13F -129 shares

    <0.01% of the 13F portfolio, value $2,226,693.

    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 1,369 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $2,636,433.

    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 1,352 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $2,629,722.

    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 1,357 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,301,744.

    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).