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Disclosery

InvesTrust: IVV position timeline

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

InvesTrust held 1,428 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,428 shares
    Change vs previous 13F -12 shares

    0.41% of the 13F portfolio, value $1,069,414.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 1,440 shares
    Change vs previous 13F -32 shares

    0.4% of the 13F portfolio, value $940,622.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 1,472 shares
    Change vs previous 13F +10 shares

    0.39% of the 13F portfolio, value $1,008,231.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 1,462 shares
    Change vs previous 13F -15 shares

    0.36% of the 13F portfolio, value $978,516.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 1,477 shares
    Change vs previous 13F -105 shares

    0.35% of the 13F portfolio, value $917,069.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 1,582 shares
    Change vs previous 13F -57 shares

    0.24% of the 13F portfolio, value $888,926.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 1,639 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $968,616.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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