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Disclosery

National Philanthropic Trust: IVV position timeline

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

National Philanthropic Trust held 1,524,853 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,524,853 shares
    Change vs previous 13F -9,528 shares

    16.51% of the 13F portfolio, value $1,141,947,163.

    13F-HR 0001193805-26-001094 filed by National Philanthropic 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 1,534,381 shares
    Change vs previous 13F +51,657 shares

    10.68% of the 13F portfolio, value $1,002,273,013.

    13F-HR 0001193805-26-000629 filed by National Philanthropic 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 1,482,724 shares
    Change vs previous 13F +247,811 shares

    10.03% of the 13F portfolio, value $1,015,576,977.

    13F-HR 0001193805-26-000630 filed by National Philanthropic 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 1,234,913 shares
    Change vs previous 13F -12,659 shares

    9.24% of the 13F portfolio, value $826,527,271.

    13F-HR 0001193805-26-000631 filed by National Philanthropic 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 1,247,572 shares
    Change vs previous 13F +4,962 shares

    10.37% of the 13F portfolio, value $774,617,455.

    13F-HR 0001193805-26-000632 filed by National Philanthropic 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 1,242,610 shares
    Change vs previous 13F +80,796 shares

    11.28% of the 13F portfolio, value $698,222,559.

    13F-HR 0001193805-26-000634 filed by National Philanthropic 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 1,161,814 shares
    Change vs previous 13F +127,567 shares

    9.86% of the 13F portfolio, value $683,936,666.

    13F-HR 0001193805-26-000635 filed by National Philanthropic 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 1,034,247 shares
    Change vs previous 13F not available

    10.82% of the 13F portfolio, value $596,574,355.

    13F-HR 0001193805-26-000637 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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