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Disclosery

Security National Bank: IVW position timeline

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

Security National Bank held 22,031 IVW 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 22,031 shares
    Change vs previous 13F +592 shares

    0.36% of the 13F portfolio, value $3,029,923.

    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 21,439 shares
    Change vs previous 13F +1,506 shares

    0.35% of the 13F portfolio, value $2,424,965.

    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 19,933 shares
    Change vs previous 13F +4,433 shares

    0.35% of the 13F portfolio, value $2,456,941.

    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 15,500 shares
    Change vs previous 13F +770 shares

    0.29% of the 13F portfolio, value $1,871,160.

    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 14,730 shares
    Change vs previous 13F +3,898 shares

    0.28% of the 13F portfolio, value $1,621,773.

    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 10,832 shares
    Change vs previous 13F +554 shares

    0.19% of the 13F portfolio, value $1,005,535.

    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 10,278 shares
    Change vs previous 13F +253 shares

    0.15% of the 13F portfolio, value $1,043,525.

    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 10,025 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $959,894.

    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).