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Disclosery

SPINNAKER TRUST: IVV position timeline

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

SPINNAKER TRUST held 2,257 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,257 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,690,245.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 2,257 shares
    Change vs previous 13F +26 shares

    0.08% of the 13F portfolio, value $1,474,295.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 2,231 shares
    Change vs previous 13F -20 shares

    0.08% of the 13F portfolio, value $1,528,101.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 2,251 shares
    Change vs previous 13F +80 shares

    0.08% of the 13F portfolio, value $1,506,594.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 2,171 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,347,974.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 2,171 shares
    Change vs previous 13F +109 shares

    0.08% of the 13F portfolio, value $1,219,885.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 2,062 shares
    Change vs previous 13F +333 shares

    0.08% of the 13F portfolio, value $1,213,858.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 1,729 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $997,322.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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