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Disclosery

DAVIDSON TRUST CO: IVV position timeline

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

DAVIDSON TRUST CO held 7,400 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,400 shares
    Change vs previous 13F +122 shares

    2.24% of the 13F portfolio, value $5,667,522.

    13F-HR 0001133119-26-000007 filed by DAVIDSON TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,278 shares
    Change vs previous 13F +303 shares

    2.13% of the 13F portfolio, value $5,450,852.

    13F-HR 0001133119-26-000004 filed by DAVIDSON 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 6,975 shares
    Change vs previous 13F 0 shares

    1.96% of the 13F portfolio, value $4,556,317.

    13F-HR 0001133119-26-000003 filed by DAVIDSON 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 6,975 shares
    Change vs previous 13F -51 shares

    1.99% of the 13F portfolio, value $4,777,643.

    13F-HR 0001133119-26-000001 filed by DAVIDSON 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 7,026 shares
    Change vs previous 13F -477 shares

    1.94% of the 13F portfolio, value $4,702,684.

    13F-HR 0001133119-25-000006 filed by DAVIDSON 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 7,503 shares
    Change vs previous 13F -106 shares

    2.15% of the 13F portfolio, value $4,658,566.

    13F-HR 0001133119-25-000003 filed by DAVIDSON 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 7,609 shares
    Change vs previous 13F +567 shares

    2.04% of the 13F portfolio, value $4,275,349.

    13F-HR 0001080107-25-000005 filed by DAVIDSON 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 7,042 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $4,145,329.

    13F-HR 0001080107-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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