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Disclosery

BANK OF STOCKTON: IVV position timeline

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

BANK OF STOCKTON held 84,585 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,585 shares
    Change vs previous 13F -6,674 shares

    17.78% of the 13F portfolio, value $63,344,860.

    13F-HR 0001387723-26-000006 filed by BANK OF STOCKTON
    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 91,259 shares
    Change vs previous 13F -3,998 shares

    18.43% of the 13F portfolio, value $59,611,291.

    13F-HR 0001387723-26-000004 filed by BANK OF STOCKTON
    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 95,257 shares
    Change vs previous 13F -1,039 shares

    18.68% of the 13F portfolio, value $65,245,329.

    13F-HR 0001387723-26-000002 filed by BANK OF STOCKTON
    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 96,296 shares
    Change vs previous 13F +752 shares

    18.37% of the 13F portfolio, value $64,450,913.

    13F-HR 0001387723-25-000010 filed by BANK OF STOCKTON
    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 95,544 shares
    Change vs previous 13F +4,005 shares

    17.67% of the 13F portfolio, value $59,323,270.

    13F-HR 0001387723-25-000007 filed by BANK OF STOCKTON
    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 91,539 shares
    Change vs previous 13F -1,259 shares

    16.39% of the 13F portfolio, value $51,435,765.

    13F-HR 0001387723-25-000005 filed by BANK OF STOCKTON
    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 92,798 shares
    Change vs previous 13F -659 shares

    16.6% of the 13F portfolio, value $54,628,327.

    13F-HR 0001387723-25-000003 filed by BANK OF STOCKTON
    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 93,457 shares
    Change vs previous 13F not available

    16.26% of the 13F portfolio, value $53,907,867.

    13F-HR 0001387723-24-000008 filed by BANK OF STOCKTON
    Filed (acceptance time not in the bulk data set), ingested

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