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ALERUS FINANCIAL NA: IVV position timeline

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

ALERUS FINANCIAL NA held 4,749 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 4,749 shares
    Change vs previous 13F -1 shares

    0.16% of the 13F portfolio, value $3,556,479.

    13F-HR 0000919458-26-000003 filed by ALERUS FINANCIAL NA
    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 4,750 shares
    Change vs previous 13F -35 shares

    0.15% of the 13F portfolio, value $3,102,748.

    13F-HR 0000919458-26-000002 filed by ALERUS FINANCIAL NA
    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 4,785 shares
    Change vs previous 13F +18 shares

    0.16% of the 13F portfolio, value $3,277,438.

    13F-HR 0000919458-26-000001 filed by ALERUS FINANCIAL NA
    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 4,767 shares
    Change vs previous 13F +20 shares

    0.16% of the 13F portfolio, value $3,190,553.

    13F-HR 0000919458-25-000007 filed by ALERUS FINANCIAL NA
    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 4,747 shares
    Change vs previous 13F +17 shares

    0.21% of the 13F portfolio, value $2,947,412.

    13F-HR 0000919458-25-000003 filed by ALERUS FINANCIAL NA
    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 4,730 shares
    Change vs previous 13F -83 shares

    0.21% of the 13F portfolio, value $2,657,786.

    13F-HR 0000919458-25-000002 filed by ALERUS FINANCIAL NA
    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 4,813 shares
    Change vs previous 13F -3 shares

    0.22% of the 13F portfolio, value $2,833,316.

    13F-HR 0000919458-25-000001 filed by ALERUS FINANCIAL NA
    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 4,816 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,777,965.

    13F-HR 0000919458-24-000005 filed by ALERUS FINANCIAL NA
    Filed (acceptance time not in the bulk data set), ingested

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