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Disclosery

VeraBank, N.A.: IVW position timeline

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

VeraBank, N.A. held 4,362 IVW 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 4,362 shares
    Change vs previous 13F -297 shares

    0.1% of the 13F portfolio, value $599,906.

    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 4,659 shares
    Change vs previous 13F -400 shares

    0.1% of the 13F portfolio, value $526,979.

    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 5,059 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $623,572.

    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 5,059 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $610,722.

    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 5,059 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $556,996.

    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).