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Disclosery

Fiduciary Trust Co: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Trust Co on IVV, newest first. How the timeline and the estimate are built.

Fiduciary Trust Co held 1,507,059 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,507,059 shares
    Change vs previous 13F -10,486 shares

    12.28% of the 13F portfolio, value $1,128,621,377.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 1,517,545 shares
    Change vs previous 13F -41,534 shares

    11.72% of the 13F portfolio, value $991,275,511.

    13F-HR 0001140361-26-021427 filed by Fiduciary 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 ended2025-12-31
    13F 1,559,079 shares
    Change vs previous 13F -18,273 shares

    12.14% of the 13F portfolio, value $1,067,875,612.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 1,577,352 shares
    Change vs previous 13F +2,681 shares

    11.96% of the 13F portfolio, value $1,055,721,694.

    13F-HR 0001140361-25-042195 filed by Fiduciary 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 ended2025-06-30
    13F 1,574,671 shares
    Change vs previous 13F -6,713 shares

    12.03% of the 13F portfolio, value $977,713,224.

    13F-HR 0001140361-25-030927 filed by Fiduciary 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 ended2025-03-31
    13F 1,581,384 shares
    Change vs previous 13F +16,433 shares

    11.64% of the 13F portfolio, value $888,579,670.

    13F-HR 0001140361-25-019049 filed by Fiduciary 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 ended2024-12-31
    13F 1,564,951 shares
    Change vs previous 13F +17,607 shares

    12.16% of the 13F portfolio, value $921,255,355.

    13F-HR 0001140361-25-004621 filed by Fiduciary 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 ended2024-09-30
    13F 1,547,344 shares
    Change vs previous 13F not available

    12.47% of the 13F portfolio, value $892,538,966.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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