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Disclosery

truNorth Financial Services, Inc.: IVV position timeline

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

truNorth Financial Services, Inc. held 703 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 703 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $526,470.

    13F-HR 0001999371-26-016466 filed by truNorth Financial 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 703 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $459,207.

    13F-HR 0002000324-26-001807 filed by truNorth Financial 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 703 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $481,513.

    13F-HR 0001999371-26-003391 filed by truNorth Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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