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Disclosery

CANANDAIGUA NATIONAL BANK & TRUST CO: IUSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CANANDAIGUA NATIONAL BANK & TRUST CO on IUSV, newest first. How the timeline and the estimate are built.

CANANDAIGUA NATIONAL BANK & TRUST CO held 808,409 IUSV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 808,409 shares
    Change vs previous 13F -151 shares

    7.74% of the 13F portfolio, value $89,151,345.

    13F-HR 0001074266-26-000004 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 808,560 shares
    Change vs previous 13F -2,136 shares

    7.51% of the 13F portfolio, value $89,062,884.

    13F-HR 0001074266-26-000003 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 810,696 shares
    Change vs previous 13F -53,141 shares

    7.42% of the 13F portfolio, value $82,893,666.

    13F-HR 0000759458-26-000001 filed by CANANDAIGUA NATIONAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 863,837 shares
    Change vs previous 13F +26,607 shares

    7.94% of the 13F portfolio, value $88,577,846.

    13F-HR 0001074266-26-000001 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 837,230 shares
    Change vs previous 13F +18,233 shares

    7.35% of the 13F portfolio, value $83,681,139.

    13F-HR 0001074266-25-000005 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 818,997 shares
    Change vs previous 13F +18,330 shares

    7.18% of the 13F portfolio, value $77,501,686.

    13F-HR 0001074266-25-000004 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 800,667 shares
    Change vs previous 13F +79,964 shares

    7.36% of the 13F portfolio, value $73,893,557.

    13F-HR 0000759458-25-000003 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 720,703 shares
    Change vs previous 13F not available

    6.57% of the 13F portfolio, value $66,729,891.

    13F-HR 0000759458-25-000001 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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