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Disclosery

United Bank: IVV position timeline

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

United Bank held 1,428 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,428 shares
    Change vs previous 13F -2 shares

    0.33% of the 13F portfolio, value $1,069,415.

    13F-HR 0001420506-26-001495 filed by United Bank
    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 1,430 shares
    Change vs previous 13F -86 shares

    0.31% of the 13F portfolio, value $934,090.

    13F-HR 0001420506-26-000776 filed by United Bank
    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 1,516 shares
    Change vs previous 13F +437 shares

    0.35% of the 13F portfolio, value $1,038,369.

    13F-HR 0001420506-26-000177 filed by United Bank
    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 1,079 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $722,175.

    13F-HR 0001420506-25-003082 filed by United Bank
    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 1,079 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $669,951.

    13F-HR 0001420506-25-001605 filed by United Bank
    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 1,079 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $606,290.

    13F-HR 0001420506-25-000880 filed by United Bank
    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 1,078 shares
    Change vs previous 13F -1 shares

    0.27% of the 13F portfolio, value $634,597.

    13F-HR 0001420506-25-000304 filed by United Bank
    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 1,079 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $622,389.

    13F-HR 0001420506-24-002192 filed by United Bank
    Filed (acceptance time not in the bulk data set), ingested

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