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Disclosery

CITY NATIONAL BANK OF FLORIDA /MSD: IVV position timeline

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

CITY NATIONAL BANK OF FLORIDA /MSD held 72,145 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,145 shares
    Change vs previous 13F +6,251 shares

    22.65% of the 13F portfolio, value $54,028,765.

    13F-HR 0000709447-26-000004 filed by CITY NATIONAL BANK OF FLORIDA /MSD
    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 65,894 shares
    Change vs previous 13F +7,962 shares

    25.66% of the 13F portfolio, value $43,042,658.

    13F-HR 0000709447-26-000002 filed by CITY NATIONAL BANK OF FLORIDA /MSD
    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 57,932 shares
    Change vs previous 13F -1,673 shares

    25.91% of the 13F portfolio, value $39,679,987.

    13F-HR 0000709447-26-000001 filed by CITY NATIONAL BANK OF FLORIDA /MSD
    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 59,605 shares
    Change vs previous 13F +2,790 shares

    26.33% of the 13F portfolio, value $39,893,631.

    13F-HR 0000709447-25-000026 filed by CITY NATIONAL BANK OF FLORIDA /MSD
    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 56,815 shares
    Change vs previous 13F +6,462 shares

    25.68% of the 13F portfolio, value $35,276,438.

    13F-HR 0000709447-25-000023 filed by CITY NATIONAL BANK OF FLORIDA /MSD
    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 50,353 shares
    Change vs previous 13F +3,272 shares

    25.46% of the 13F portfolio, value $28,293,354.

    13F-HR 0000709447-25-000021 filed by CITY NATIONAL BANK OF FLORIDA /MSD
    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 47,081 shares
    Change vs previous 13F not available

    25.27% of the 13F portfolio, value $27,715,643.

    13F-HR 0000709447-25-000018 filed by CITY NATIONAL BANK OF FLORIDA /MSD
    Filed (acceptance time not in the bulk data set), ingested

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