CoreFirst Bank & Trust: IVLU position timeline

CoreFirst Bank & Trust held 163,605 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 163,605 shares

   Change vs previous 13F -600 shares

   3.4% of the 13F portfolio, value $6,841,961.

   13F-HR 0001845199-26-000003 filed by CoreFirst Bank & Trust
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 164,205 shares

   Change vs previous 13F -12,471 shares

   3.45% of the 13F portfolio, value $6,515,654.

   13F-HR 0001845199-26-000002 filed by CoreFirst Bank & Trust
   Filed 2026-06-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2025-12-31

   13F 176,676 shares

   Change vs previous 13F -5,420 shares

   3.64% of the 13F portfolio, value $6,722,522.

   13F-HR 0001845199-26-000001 filed by CoreFirst Bank & Trust
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 182,096 shares

   Change vs previous 13F -2,339 shares

   3.49% of the 13F portfolio, value $6,460,766.

   13F-HR 0001845199-25-000006 filed by CoreFirst Bank & Trust
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 184,435 shares

   Change vs previous 13F +2,235 shares

   3.43% of the 13F portfolio, value $6,066,067.

   13F-HR 0001845199-25-000004 filed by CoreFirst Bank & Trust
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 182,200 shares

   Change vs previous 13F -1,833 shares

   3.55% of the 13F portfolio, value $5,522,482.

   13F-HR 0001845199-25-000003 filed by CoreFirst Bank & Trust
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 184,033 shares

   Change vs previous 13F +3,280 shares

   2.97% of the 13F portfolio, value $4,989,135.

   13F-HR 0001845199-25-000002 filed by CoreFirst Bank & Trust
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 180,753 shares

   Change vs previous 13F not available

   3.08% of the 13F portfolio, value $5,337,636.

   13F-HR 0001845199-25-000001 filed by CoreFirst Bank & Trust
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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