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MITCHELL MCLEOD PUGH & WILLIAMS INC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MITCHELL MCLEOD PUGH & WILLIAMS INC on IVV, newest first. How the timeline and the estimate are built.

MITCHELL MCLEOD PUGH & WILLIAMS INC held 1,641 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,641 shares
    Change vs previous 13F +171 shares

    0.15% of the 13F portfolio, value $1,228,677.

    13F-HR 0001398344-26-014051 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    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 1,470 shares
    Change vs previous 13F -18 shares

    0.14% of the 13F portfolio, value $959,973.

    13F-HR 0002085853-26-000486 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    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 1,488 shares
    Change vs previous 13F -79 shares

    0.15% of the 13F portfolio, value $1,032,007.

    13F-HR 0002085853-26-000247 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    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 1,567 shares
    Change vs previous 13F +50 shares

    0.17% of the 13F portfolio, value $1,081,814.

    13F-HR 0002085853-25-000198 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    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 1,517 shares
    Change vs previous 13F -48 shares

    0.18% of the 13F portfolio, value $941,804.

    13F-HR 0001632105-25-000005 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    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 1,565 shares
    Change vs previous 13F +6 shares

    0.18% of the 13F portfolio, value $879,109.

    13F-HR 0001632105-25-000004 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    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 1,559 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $917,794.

    13F-HR 0001632105-25-000001 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    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 1,559 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $899,005.

    13F-HR 0001632105-24-000005 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    Filed (acceptance time not in the bulk data set), ingested

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