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Disclosery

Sageworth Trust Co: IVV position timeline

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

Sageworth Trust Co held 33,684 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,684 shares
    Change vs previous 13F -72 shares

    0.99% of the 13F portfolio, value $25,225,611.

    13F-HR 0001482688-26-000007 filed by Sageworth Trust Co
    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 33,756 shares
    Change vs previous 13F -9 shares

    0.95% of the 13F portfolio, value $22,049,757.

    13F-HR 0001482688-26-000005 filed by Sageworth Trust Co
    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 33,765 shares
    Change vs previous 13F -44 shares

    0.99% of the 13F portfolio, value $23,126,999.

    13F-HR 0001482688-26-000003 filed by Sageworth Trust Co
    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 33,809 shares
    Change vs previous 13F -97 shares

    1.05% of the 13F portfolio, value $22,628,364.

    13F-HR 0001482688-25-000011 filed by Sageworth Trust Co
    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 33,906 shares
    Change vs previous 13F -17 shares

    1.17% of the 13F portfolio, value $21,052,236.

    13F-HR 0001482688-25-000008 filed by Sageworth Trust Co
    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 33,923 shares
    Change vs previous 13F +333 shares

    1.18% of the 13F portfolio, value $19,061,334.

    13F-HR 0001482688-25-000006 filed by Sageworth Trust Co
    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 33,590 shares
    Change vs previous 13F -1,086 shares

    1.22% of the 13F portfolio, value $19,773,761.

    13F-HR 0001482688-25-000003 filed by Sageworth Trust Co
    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 34,676 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $20,001,811.

    13F-HR 0001482688-24-000009 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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