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Disclosery

Sunbelt Securities, Inc.: IVV position timeline

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

Sunbelt Securities, Inc. held 31,243 IVV shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 31,243 shares
    Change vs previous 13F +1,307 shares

    1.29% of the 13F portfolio, value $20,408,044.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 29,936 shares
    Change vs previous 13F +640 shares

    1.37% of the 13F portfolio, value $20,504,447.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 29,296 shares
    Change vs previous 13F -7,248 shares

    1.35% of the 13F portfolio, value $19,608,013.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 36,544 shares
    Change vs previous 13F +7,945 shares

    1.9% of the 13F portfolio, value $21,512,769.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 28,599 shares
    Change vs previous 13F -7,939 shares

    1.43% of the 13F portfolio, value $16,069,842.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 36,538 shares
    Change vs previous 13F -1,430 shares

    1.9% of the 13F portfolio, value $21,593,274.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 37,968 shares
    Change vs previous 13F +107 shares

    2.15% of the 13F portfolio, value $21,900,452.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 37,861 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $20,718,519.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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