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Disclosery

Security National Bank: IVE position timeline

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

Security National Bank held 2,297 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,297 shares
    Change vs previous 13F +1,728 shares

    0.06% of the 13F portfolio, value $521,557.

    13F-HR 0001719739-26-000003 filed by Security National Bank
    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 569 shares
    Change vs previous 13F -990 shares

    0.02% of the 13F portfolio, value $120,144.

    13F-HR 0001719739-26-000002 filed by Security 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 ended2025-12-31
    13F 1,559 shares
    Change vs previous 13F +990 shares

    0.05% of the 13F portfolio, value $330,617.

    13F-HR 0001719739-26-000001 filed by Security 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 ended2025-09-30
    13F 569 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $117,504.

    13F-HR 0001719739-25-000011 filed by Security 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 ended2025-06-30
    13F 569 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $111,194.

    13F-HR 0001719739-25-000003 filed by Security 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 ended2025-03-31
    13F 569 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $108,440.

    13F-HR 0001719739-25-000002 filed by Security 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 569 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $108,611.

    13F-HR 0001719739-25-000001 filed by Security National Bank
    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 569 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $112,190.

    13F-HR 0001719739-24-000007 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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