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CoreFirst Bank & Trust: IVW position timeline

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

CoreFirst Bank & Trust held 956 IVW 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 956 shares
    Change vs previous 13F -786 shares

    0.07% of the 13F portfolio, value $131,479.

    13F-HR 0001845199-26-000003 filed by CoreFirst Bank & Trust
    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 1,742 shares
    Change vs previous 13F -507 shares

    0.1% of the 13F portfolio, value $197,038.

    13F-HR 0001845199-26-000002 filed by CoreFirst Bank & Trust
    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 2,249 shares
    Change vs previous 13F +1,293 shares

    0.15% of the 13F portfolio, value $277,212.

    13F-HR 0001845199-26-000001 filed by CoreFirst Bank & Trust
    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 956 shares
    Change vs previous 13F -336 shares

    0.06% of the 13F portfolio, value $115,408.

    13F-HR 0001845199-25-000006 filed by CoreFirst Bank & Trust
    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 1,292 shares
    Change vs previous 13F +1,292 shares

    0.08% of the 13F portfolio, value $142,249.

    13F-HR 0001845199-25-000004 filed by CoreFirst Bank & Trust
    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 0 shares
    Change vs previous 13F -956 shares

    13F-HR 0001845199-25-000003 filed by CoreFirst Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 956 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $97,063.

    13F-HR 0001845199-25-000002 filed by CoreFirst Bank & Trust
    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 956 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $91,537.

    13F-HR 0001845199-25-000001 filed by CoreFirst Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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