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Disclosery

VeraBank, N.A.: IVV position timeline

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

VeraBank, N.A. held 53,310 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,310 shares
    Change vs previous 13F +3,314 shares

    6.61% of the 13F portfolio, value $39,923,326.

    13F-HR 0001767297-26-000003 filed by VeraBank, N.A.
    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 49,996 shares
    Change vs previous 13F +964 shares

    5.98% of the 13F portfolio, value $32,657,888.

    13F-HR 0001767297-26-000002 filed by VeraBank, N.A.
    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 49,032 shares
    Change vs previous 13F +2,640 shares

    6.11% of the 13F portfolio, value $33,583,978.

    13F-HR 0001767297-26-000001 filed by VeraBank, N.A.
    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 46,392 shares
    Change vs previous 13F +2,352 shares

    5.8% of the 13F portfolio, value $31,050,166.

    13F-HR 0001767297-25-000007 filed by VeraBank, N.A.
    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 44,040 shares
    Change vs previous 13F +8,632 shares

    5.49% of the 13F portfolio, value $27,344,436.

    13F-HR 0001767297-25-000005 filed by VeraBank, N.A.
    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 35,408 shares
    Change vs previous 13F +3,385 shares

    5.55% of the 13F portfolio, value $19,895,755.

    13F-HR 0001767297-25-000002 filed by VeraBank, N.A.
    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 32,023 shares
    Change vs previous 13F +5,665 shares

    5.31% of the 13F portfolio, value $18,851,299.

    13F-HR 0001767297-25-000001 filed by VeraBank, N.A.
    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 26,358 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $15,203,822.

    13F-HR 0001767297-24-000004 filed by VeraBank, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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