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Disclosery

ESL Trust Services, LLC: IVV position timeline

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

ESL Trust Services, LLC held 202,449 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,449 shares
    Change vs previous 13F +499 shares

    25.85% of the 13F portfolio, value $151,612,037.

    13F-HR 0001785545-26-000008 filed by ESL Trust Services, LLC
    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 201,950 shares
    Change vs previous 13F +558 shares

    25.19% of the 13F portfolio, value $131,915,765.

    13F-HR 0001785545-26-000005 filed by ESL Trust Services, LLC
    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 201,392 shares
    Change vs previous 13F +84,201 shares

    26.48% of the 13F portfolio, value $137,941,442.

    13F-HR 0001785545-26-000002 filed by ESL Trust Services, LLC
    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 117,191 shares
    Change vs previous 13F -1,543 shares

    15.39% of the 13F portfolio, value $78,435,944.

    13F-HR 0001785545-25-000009 filed by ESL Trust Services, LLC
    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 118,734 shares
    Change vs previous 13F +3,222 shares

    15.06% of the 13F portfolio, value $73,721,947.

    13F-HR 0001785545-25-000005 filed by ESL Trust Services, LLC
    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 115,512 shares
    Change vs previous 13F -940 shares

    14.65% of the 13F portfolio, value $64,906,200.

    13F-HR 0001785545-25-000002 filed by ESL Trust Services, LLC
    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 116,452 shares
    Change vs previous 13F +562 shares

    15.28% of the 13F portfolio, value $68,552,957.

    13F-HR 0001785545-25-000001 filed by ESL Trust Services, LLC
    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 115,890 shares
    Change vs previous 13F not available

    15.14% of the 13F portfolio, value $66,847,675.

    13F-HR 0001785545-24-000006 filed by ESL Trust Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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