Capital Bank & Trust Co: IVV position timeline

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

Capital Bank & Trust Co held 0 IVV shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

period ended2021-09-30
13F 0 shares
Change vs previous 13F -3,171 shares
13F-HR 0001422848-21-000164 filed by Capital Bank & Trust Co
Filed 2021-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2021-06-30
13F 3,171 shares
Change vs previous 13F -454 shares
0.02% of the 13F portfolio, value $1,363,000.
13F-HR 0001422849-21-000171 filed by Capital Bank & Trust Co
Filed 2021-08-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 3,625 shares
Change vs previous 13F +2,841 shares
0.02% of the 13F portfolio, value $1,442,000.
13F-HR 0000732812-21-000007 filed by Capital Bank & Trust Co
Filed 2021-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 784 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $294,000.
13F-HR 0001422848-21-000017 filed by Capital Bank & Trust Co
Filed 2021-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).