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Adventist Health System/ West: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adventist Health System/ West on IVV, newest first. How the timeline and the estimate are built.

Adventist Health System/ West held 405,108 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 405,108 shares
    Change vs previous 13F 0 shares

    47.54% of the 13F portfolio, value $303,381,330.

    13F-HR 0001172661-26-003676 filed by Adventist Health System/ West
    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 405,108 shares
    Change vs previous 13F -43,560 shares

    46.93% of the 13F portfolio, value $264,620,597.

    13F-HR 0001172661-26-001699 filed by Adventist Health System/ West
    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 448,668 shares
    Change vs previous 13F +448,668 shares

    51.65% of the 13F portfolio, value $307,310,660.

    13F-HR 0001172661-26-001286 filed by Adventist Health System/ West
    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 0 shares
    Change vs previous 13F -204,550 shares

    13F-HR 0001172661-25-004348 filed by Adventist Health System/ West
    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.

  5. period ended2025-06-30
    13F 204,550 shares
    Change vs previous 13F 0 shares

    18.86% of the 13F portfolio, value $127,005,095.

    13F-HR 0001172661-25-003248 filed by Adventist Health System/ West
    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 204,550 shares
    Change vs previous 13F 0 shares

    18.14% of the 13F portfolio, value $114,936,645.

    13F-HR 0001172661-25-001628 filed by Adventist Health System/ West
    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 204,550 shares
    Change vs previous 13F -448,950 shares

    18.62% of the 13F portfolio, value $120,414,494.

    13F-HR 0001172661-25-000678 filed by Adventist Health System/ West
    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 653,500 shares
    Change vs previous 13F not available

    57.97% of the 13F portfolio, value $376,951,870.

    13F-HR 0001172661-24-004623 filed by Adventist Health System/ West
    Filed (acceptance time not in the bulk data set), ingested

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