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Disclosery

Cadence Bank: IVV position timeline

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

Cadence Bank held 3,395 IVV shares at 2025-12-31 per its 13F-HR filed 2026-01-30.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 3,395 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,325,371.

    13F-HR 0001193125-26-030735 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 3,395 shares
    Change vs previous 13F -524 shares

    0.14% of the 13F portfolio, value $2,272,272.

    13F-HR 0001193125-25-280137 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,919 shares
    Change vs previous 13F +98 shares

    0.16% of the 13F portfolio, value $2,433,307.

    13F-HR 0000950123-25-008346 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 3,821 shares
    Change vs previous 13F +153 shares

    0.15% of the 13F portfolio, value $2,147,019.

    13F-HR 0000950123-25-005221 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 3,668 shares
    Change vs previous 13F -128 shares

    0.15% of the 13F portfolio, value $2,159,277.

    13F-HR 0000950123-25-002025 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 3,796 shares
    Change vs previous 13F +3,796 shares

    0.15% of the 13F portfolio, value $2,189,608.

    13F-HR 0000950123-24-011251 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -4,235 shares

    13F-HR 0000950123-24-008206 filed by Cadence Bank
    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.

  8. period ended2024-03-31
    13F 4,235 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,226,466.

    13F-HR 0000950123-24-005065 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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