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Disclosery

Adelphi Trust Co: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adelphi Trust Co on IVV, newest first. How the timeline and the estimate are built.

Adelphi Trust Co held 823 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 823 shares
    Change vs previous 13F -1,093 shares

    0.41% of the 13F portfolio, value $630,295.

    13F-HR 0002106968-26-000004 filed by Adelphi Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,916 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,434,873.

    13F-HR 0002106968-26-000003 filed by Adelphi Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,916 shares
    Change vs previous 13F +1,093 shares

    1.02% of the 13F portfolio, value $1,251,550.

    13F-HR 0002106968-26-000002 filed by Adelphi Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 823 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $563,705.

    13F-HR 0002106968-26-000001 filed by Adelphi Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).