Skip to content
Disclosery

Texas Capital Bank Wealth Management Services Inc: IVOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Texas Capital Bank Wealth Management Services Inc on IVOO, newest first. How the timeline and the estimate are built.

Texas Capital Bank Wealth Management Services Inc held 48,062 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,062 shares
    Change vs previous 13F -584 shares

    0.34% of the 13F portfolio, value $6,267,265.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services Inc
    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 48,646 shares
    Change vs previous 13F -1,417 shares

    0.33% of the 13F portfolio, value $5,561,211.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 50,063 shares
    Change vs previous 13F -3,807 shares

    0.32% of the 13F portfolio, value $5,597,043.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 53,870 shares
    Change vs previous 13F -391 shares

    0.49% of the 13F portfolio, value $5,946,171.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 54,261 shares
    Change vs previous 13F -5,476 shares

    0.53% of the 13F portfolio, value $5,696,320.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services Inc
    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 59,737 shares
    Change vs previous 13F -3,075 shares

    0.6% of the 13F portfolio, value $5,896,042.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 62,812 shares
    Change vs previous 13F -2,478 shares

    0.68% of the 13F portfolio, value $6,626,666.

    13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 65,290 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,896,583.

    13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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