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Disclosery

W.H. Cornerstone Investments Inc.: IVV position timeline

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

W.H. Cornerstone Investments Inc. held 3,930 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,930 shares
    Change vs previous 13F +9 shares

    1.66% of the 13F portfolio, value $2,943,293.

    13F-HR 0002063364-26-000289 filed by W.H. Cornerstone Investments 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 3,921 shares
    Change vs previous 13F +11 shares

    1.6% of the 13F portfolio, value $2,561,161.

    13F-HR 0002063364-26-000122 filed by W.H. Cornerstone Investments 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 3,910 shares
    Change vs previous 13F +14 shares

    1.61% of the 13F portfolio, value $2,678,291.

    13F-HR 0002063364-26-000064 filed by W.H. Cornerstone Investments Inc.
    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 3,896 shares
    Change vs previous 13F +11 shares

    1.59% of the 13F portfolio, value $2,607,917.

    13F-HR 0002063364-25-000270 filed by W.H. Cornerstone Investments Inc.
    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 3,885 shares
    Change vs previous 13F +12 shares

    1.53% of the 13F portfolio, value $2,412,099.

    13F-HR 0002063364-25-000189 filed by W.H. Cornerstone Investments Inc.
    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 3,873 shares
    Change vs previous 13F -34 shares

    1.5% of the 13F portfolio, value $2,176,111.

    13F-HR 0002063364-25-000081 filed by W.H. Cornerstone Investments Inc.
    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 3,907 shares
    Change vs previous 13F +14 shares

    1.54% of the 13F portfolio, value $2,299,858.

    13F-HR 0001940823-25-000002 filed by W.H. Cornerstone Investments Inc.
    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 3,893 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,245,000.

    13F-HR 0001940823-24-000010 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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