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Disclosery

Coastline Trust Co: IVV position timeline

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

Coastline Trust Co held 56,833 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,833 shares
    Change vs previous 13F -4,639 shares

    4.06% of the 13F portfolio, value $43,525,553.

    13F-HR 0001062993-26-005136 filed by Coastline Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,472 shares
    Change vs previous 13F -761 shares

    4.08% of the 13F portfolio, value $46,035,766.

    13F-HR 0001062993-26-004405 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 62,233 shares
    Change vs previous 13F +237 shares

    4.03% of the 13F portfolio, value $40,651,218.

    13F-HR 0001062993-26-001837 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 61,996 shares
    Change vs previous 13F +6,287 shares

    3.99% of the 13F portfolio, value $42,463,540.

    13F-HR 0001062993-26-000031 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 55,709 shares
    Change vs previous 13F -1,322 shares

    4% of the 13F portfolio, value $37,286,034.

    13F-HR 0001062993-25-016236 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 57,031 shares
    Change vs previous 13F +4,623 shares

    4.06% of the 13F portfolio, value $35,410,548.

    13F-HR 0001062993-25-012930 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 52,408 shares
    Change vs previous 13F +1,127 shares

    3.66% of the 13F portfolio, value $29,448,055.

    13F-HR 0001062993-25-008106 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 51,281 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $30,188,099.

    13F-HR 0001062993-25-002286 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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