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Disclosery

Bank of Marin: IVV position timeline

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

Bank of Marin held 2,537 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,537 shares
    Change vs previous 13F -25 shares

    1.32% of the 13F portfolio, value $1,899,933.

    13F-HR 0001628280-26-056805 filed by Bank of Marin
    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 2,562 shares
    Change vs previous 13F +297 shares

    1.22% of the 13F portfolio, value $1,673,524.

    13F-HR 0001628280-26-034926 filed by Bank of Marin
    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 2,265 shares
    Change vs previous 13F -37 shares

    1.07% of the 13F portfolio, value $1,551,389.

    13F-HR 0001628280-26-008268 filed by Bank of Marin
    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 2,302 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $1,540,728.

    13F-HR 0001628280-25-049072 filed by Bank of Marin
    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 2,302 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,429,311.

    13F-HR 0001801145-25-000006 filed by Bank of Marin
    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 2,302 shares
    Change vs previous 13F -27 shares

    1.65% of the 13F portfolio, value $1,293,493.

    13F-HR 0001801145-25-000004 filed by Bank of Marin
    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 2,329 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,371,035.

    13F-HR 0001801145-25-000002 filed by Bank of Marin
    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 2,329 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,343,413.

    13F-HR 0001801145-24-000008 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

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