West Coast Financial LLC: IVV position timeline

West Coast Financial LLC held 0 IVV shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -123,028 shares

   13F-HR 0001085146-25-005117 filed by West Coast Financial LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-03-31

   13F 123,028 shares

   Change vs previous 13F +9,798 shares

   7.89% of the 13F portfolio, value $69,129,397.

   13F-HR 0001085146-25-002043 filed by West Coast Financial LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 113,230 shares

   Change vs previous 13F +1,547 shares

   7.34% of the 13F portfolio, value $66,656,208.

   13F-HR 0001085146-25-000186 filed by West Coast Financial LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 111,683 shares

   Change vs previous 13F +1,784 shares

   7.09% of the 13F portfolio, value $64,420,960.

   13F-HR 0001085146-24-004750 filed by West Coast Financial LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 109,899 shares

   Change vs previous 13F -779 shares

   7.13% of the 13F portfolio, value $60,139,965.

   13F-HR 0001085146-24-003128 filed by West Coast Financial LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 110,678 shares

   Change vs previous 13F -3,721 shares

   7.06% of the 13F portfolio, value $58,186,732.

   13F-HR 0001085146-24-001760 filed by West Coast Financial LLC
   Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 114,399 shares

   Change vs previous 13F +12,755 shares

   7.17% of the 13F portfolio, value $54,640,412.

   13F-HR 0001085146-24-000208 filed by West Coast Financial LLC
   Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 101,644 shares

   Change vs previous 13F not available

   6.51% of the 13F portfolio, value $43,649,127.

   13F-HR 0001085146-23-004057 filed by West Coast Financial LLC
   Filed 2023-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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