BOKF, NA: IVW position timeline

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

BOKF, NA held 299,207 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 299,207 shares
Change vs previous 13F -4,505 shares
0.57% of the 13F portfolio, value $41,149,939.
13F-HR 0000009634-26-000004 filed by BOKF, NA
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 303,712 shares
Change vs previous 13F not available
0.53% of the 13F portfolio, value $34,352,864.
13F-HR 0000009634-26-000003 filed by BOKF, NA
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).