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Disclosery

Trust Co of the South: IVV position timeline

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

Trust Co of the South held 7,776 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,776 shares
    Change vs previous 13F +360 shares

    0.82% of the 13F portfolio, value $5,823,369.

    13F-HR 0002008165-26-000003 filed by Trust Co of the South
    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 7,416 shares
    Change vs previous 13F -48 shares

    0.78% of the 13F portfolio, value $4,844,205.

    13F-HR 0002008165-26-000002 filed by Trust Co of the South
    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 7,464 shares
    Change vs previous 13F +737 shares

    0.82% of the 13F portfolio, value $5,112,392.

    13F-HR 0002008165-26-000001 filed by Trust Co of the South
    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 6,727 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $4,502,381.

    13F-HR 0002008165-25-000006 filed by Trust Co of the South
    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 6,727 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $4,176,794.

    13F-HR 0002008165-25-000004 filed by Trust Co of the South
    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 6,727 shares
    Change vs previous 13F +110 shares

    0.79% of the 13F portfolio, value $3,779,901.

    13F-HR 0002008165-25-000003 filed by Trust Co of the South
    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 6,617 shares
    Change vs previous 13F +89 shares

    0.79% of the 13F portfolio, value $3,895,296.

    13F-HR 0002008165-25-000001 filed by Trust Co of the South
    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 6,528 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,765,481.

    13F-HR 0002008165-24-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

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