FinTrust Capital Advisors, LLC: IVV position timeline

FinTrust Capital Advisors, LLC held 62,938 IVV shares at 2024-09-30 per its 13F-HR filed 2024-10-11.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 62,938 shares

   Change vs previous 13F +1,573 shares

   6.16% of the 13F portfolio, value $36,303,984.

   13F-HR 0001104659-24-107966 filed by FinTrust Capital Advisors, LLC
   Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 61,365 shares

   Change vs previous 13F +1,572 shares

   6.11% of the 13F portfolio, value $33,580,783.

   13F-HR 0001104659-24-082123 filed by FinTrust Capital Advisors, LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 59,793 shares

   Change vs previous 13F -1,894 shares

   6.07% of the 13F portfolio, value $31,434,927.

   13F-HR 0001104659-24-056078 filed by FinTrust Capital Advisors, LLC
   Filed 2024-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 61,687 shares

   Change vs previous 13F +64 shares

   5.88% of the 13F portfolio, value $29,463,568.

   13F-HR 0001104659-24-017192 filed by FinTrust Capital Advisors, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 61,623 shares

   Change vs previous 13F +3,268 shares

   5.88% of the 13F portfolio, value $26,462,883.

   13F-HR 0001104659-23-111012 filed by FinTrust Capital Advisors, LLC
   Filed 2023-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 58,355 shares

   Change vs previous 13F 0 shares

   5.37% of the 13F portfolio, value $22,420,697.

   13F-HR 0001104659-23-083815 filed by FinTrust Capital Advisors, LLC
   Filed 2023-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F 58,355 shares

   Change vs previous 13F 0 shares

   5.44% of the 13F portfolio, value $22,420,697.

   13F-HR 0001104659-23-046571 filed by FinTrust Capital Advisors, LLC
   Filed 2023-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

8. period ended2022-12-31

   13F 58,355 shares

   Change vs previous 13F not available

   5.42% of the 13F portfolio, value $22,420,696.

   13F-HR 0001104659-23-021512 filed by FinTrust Capital Advisors, LLC
   Filed 2023-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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