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Disclosery

GREENLEAF TRUST: IVW position timeline

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

GREENLEAF TRUST held 311,771 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311,771 shares
    Change vs previous 13F +3,647 shares

    0.41% of the 13F portfolio, value $42,877,866.

    13F-HR 0001162170-26-000006 filed by GREENLEAF 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 308,124 shares
    Change vs previous 13F -8,688 shares

    0.34% of the 13F portfolio, value $34,851,906.

    13F-HR 0001162170-26-000005 filed by GREENLEAF 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 316,812 shares
    Change vs previous 13F -21,989 shares

    0.36% of the 13F portfolio, value $39,050,247.

    13F-HR 0001162170-26-000002 filed by GREENLEAF 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 338,801 shares
    Change vs previous 13F -2,380 shares

    0.37% of the 13F portfolio, value $40,900,057.

    13F-HR 0001162170-25-000007 filed by GREENLEAF 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 341,181 shares
    Change vs previous 13F +2,238 shares

    0.33% of the 13F portfolio, value $37,564,028.

    13F-HR 0001162170-25-000006 filed by GREENLEAF 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 338,943 shares
    Change vs previous 13F -14,478 shares

    0.29% of the 13F portfolio, value $31,464,079.

    13F-HR 0001162170-25-000005 filed by GREENLEAF TRUST
    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 353,421 shares
    Change vs previous 13F -1,701 shares

    0.33% of the 13F portfolio, value $35,882,834.

    13F-HR 0001162170-25-000001 filed by GREENLEAF 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 355,122 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $34,002,932.

    13F-HR 0001162170-24-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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