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Disclosery

Hilltop National Bank: IVW position timeline

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

Hilltop National Bank held 28,308 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,308 shares
    Change vs previous 13F +356 shares

    0.87% of the 13F portfolio, value $4,027,096.

    13F-HR 0002021658-26-000006 filed by Hilltop National Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,952 shares
    Change vs previous 13F -1,739 shares

    0.82% of the 13F portfolio, value $3,844,238.

    13F-HR 0002021658-26-000003 filed by Hilltop National Bank
    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 29,691 shares
    Change vs previous 13F -440 shares

    0.8% of the 13F portfolio, value $3,358,349.

    13F-HR 0002021658-26-000002 filed by Hilltop National Bank
    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 30,131 shares
    Change vs previous 13F -30 shares

    0.9% of the 13F portfolio, value $3,713,947.

    13F-HR 0002021658-26-000001 filed by Hilltop National Bank
    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 30,161 shares
    Change vs previous 13F -412 shares

    0.9% of the 13F portfolio, value $3,641,036.

    13F-HR 0002021658-25-000004 filed by Hilltop National Bank
    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 30,573 shares
    Change vs previous 13F -1,668 shares

    0.88% of the 13F portfolio, value $3,366,087.

    13F-HR 0002021658-25-000002 filed by Hilltop National Bank
    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 32,241 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,273,429.

    13F-HR 0002021658-25-000001 filed by Hilltop National Bank
    Filed (acceptance time not in the bulk data set), ingested

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