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Disclosery

Advantage Trust Co: IVV position timeline

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

Advantage Trust Co held 39 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $29,207.

    13F-HR 0002009346-26-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -61 shares

    13F-HR 0002009346-25-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 61 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,909.

    13F-HR 0002009346-25-000001 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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