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Disclosery

Atlantic Union Bankshares Corp: IVV position timeline

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

Atlantic Union Bankshares Corp held 266,831 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,831 shares
    Change vs previous 13F +11,516 shares

    3.34% of the 13F portfolio, value $199,826,869.

    13F-HR 0001104659-26-093928 filed by Atlantic Union Bankshares Corp
    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 255,315 shares
    Change vs previous 13F +1,319 shares

    3.2% of the 13F portfolio, value $166,774,780.

    13F-HR 0001104659-26-059434 filed by Atlantic Union Bankshares Corp
    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 253,996 shares
    Change vs previous 13F -5,678 shares

    3.26% of the 13F portfolio, value $173,972,325.

    13F-HR 0001104659-26-010283 filed by Atlantic Union Bankshares Corp
    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 259,674 shares
    Change vs previous 13F -627 shares

    3.27% of the 13F portfolio, value $173,799,600.

    13F-HR 0001104659-25-106156 filed by Atlantic Union Bankshares Corp
    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 260,301 shares
    Change vs previous 13F +247,441 shares

    3.69% of the 13F portfolio, value $161,620,678.

    13F-HR 0001104659-25-074455 filed by Atlantic Union Bankshares Corp
    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 12,860 shares
    Change vs previous 13F +24 shares

    0.44% of the 13F portfolio, value $7,225,993.

    13F-HR 0001104659-25-044480 filed by Atlantic Union Bankshares Corp
    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 12,836 shares
    Change vs previous 13F +5 shares

    0.44% of the 13F portfolio, value $7,556,262.

    13F-HR 0001104659-25-010353 filed by Atlantic Union Bankshares Corp
    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 12,831 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,401,175.

    13F-HR 0001104659-24-118728 filed by Atlantic Union Bankshares Corp
    Filed (acceptance time not in the bulk data set), ingested

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