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Disclosery

Security National Bank: IVV position timeline

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

Security National Bank held 15,348 IVV 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 15,348 shares
    Change vs previous 13F +1,038 shares

    1.37% of the 13F portfolio, value $11,493,964.

    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 14,310 shares
    Change vs previous 13F +836 shares

    1.36% of the 13F portfolio, value $9,347,436.

    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 13,474 shares
    Change vs previous 13F +2,437 shares

    1.32% of the 13F portfolio, value $9,228,882.

    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 11,037 shares
    Change vs previous 13F -75 shares

    1.13% of the 13F portfolio, value $7,387,064.

    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 11,112 shares
    Change vs previous 13F +2,086 shares

    1.19% of the 13F portfolio, value $6,899,441.

    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 9,026 shares
    Change vs previous 13F -239,641 shares

    0.96% of the 13F portfolio, value $5,071,709.

    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 248,667 shares
    Change vs previous 13F -23,961 shares

    20.88% of the 13F portfolio, value $146,385,290.

    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 272,628 shares
    Change vs previous 13F not available

    21.37% of the 13F portfolio, value $157,257,283.

    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).