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Disclosery

Smithfield Trust Co: IVW position timeline

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

Smithfield Trust Co held 37,776 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,776 shares
    Change vs previous 13F -50 shares

    0.21% of the 13F portfolio, value $5,192,000.

    13F-HR 0001019754-26-000003 filed by Smithfield 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 37,826 shares
    Change vs previous 13F -158 shares

    0.19% of the 13F portfolio, value $4,279,000.

    13F-HR 0001019754-26-000002 filed by Smithfield 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 37,984 shares
    Change vs previous 13F -557 shares

    0.21% of the 13F portfolio, value $4,682,000.

    13F-HR 0001019754-26-000001 filed by Smithfield 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 38,541 shares
    Change vs previous 13F -281 shares

    0.21% of the 13F portfolio, value $4,650,000.

    13F-HR 0001019754-25-000006 filed by Smithfield 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 38,822 shares
    Change vs previous 13F -992 shares

    0.2% of the 13F portfolio, value $4,272,000.

    13F-HR 0001019754-25-000003 filed by Smithfield 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 39,814 shares
    Change vs previous 13F -415 shares

    0.19% of the 13F portfolio, value $3,693,000.

    13F-HR 0001019754-25-000002 filed by Smithfield 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 40,229 shares
    Change vs previous 13F +203 shares

    0.2% of the 13F portfolio, value $4,084,000.

    13F-HR 0001019754-25-000001 filed by Smithfield 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 40,026 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,829,000.

    13F-HR 0001019754-24-000006 filed by Smithfield Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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