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CAPE ANN SAVINGS BANK: IVV position timeline

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

CAPE ANN SAVINGS BANK held 15,192 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,192 shares
    Change vs previous 13F -137 shares

    5.36% of the 13F portfolio, value $11,377,137.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 15,329 shares
    Change vs previous 13F +509 shares

    5.03% of the 13F portfolio, value $10,013,056.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 14,820 shares
    Change vs previous 13F -3,693 shares

    5.21% of the 13F portfolio, value $10,150,811.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,513 shares
    Change vs previous 13F -1,089 shares

    6.62% of the 13F portfolio, value $12,390,751.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 19,602 shares
    Change vs previous 13F -108 shares

    7.27% of the 13F portfolio, value $12,170,882.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 19,710 shares
    Change vs previous 13F -1,566 shares

    6.94% of the 13F portfolio, value $11,075,049.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 21,276 shares
    Change vs previous 13F +715 shares

    7.37% of the 13F portfolio, value $12,524,756.

    13F-HR 0000936938-25-000001 filed by CAPE ANN SAVINGS BANK
    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 20,561 shares
    Change vs previous 13F not available

    6.88% of the 13F portfolio, value $11,859,996.

    13F-HR 0000936938-24-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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