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Stonehage Fleming Financial Services Holdings Ltd: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stonehage Fleming Financial Services Holdings Ltd on IVV, newest first. How the timeline and the estimate are built.

Stonehage Fleming Financial Services Holdings Ltd held 94,016 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,016 shares
    Change vs previous 13F +16,684 shares

    2.4% of the 13F portfolio, value $70,407,641.

    13F-HR 0001214659-26-010446 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 77,332 shares
    Change vs previous 13F +44,938 shares

    1.84% of the 13F portfolio, value $50,514,035.

    13F-HR 0001214659-26-006053 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 32,394 shares
    Change vs previous 13F -3,410 shares

    0.68% of the 13F portfolio, value $22,187,946.

    13F-HR 0001214659-26-000381 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 35,804 shares
    Change vs previous 13F -9,471 shares

    0.68% of the 13F portfolio, value $23,963,617.

    13F-HR 0001214659-25-015748 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 45,275 shares
    Change vs previous 13F -7,425 shares

    0.82% of the 13F portfolio, value $28,111,246.

    13F-HR 0001214659-25-010895 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 52,700 shares
    Change vs previous 13F +5,660 shares

    1.04% of the 13F portfolio, value $29,612,129.

    13F-HR 0001214659-25-007529 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 47,040 shares
    Change vs previous 13F +9,101 shares

    0.78% of the 13F portfolio, value $27,691,506.

    13F-HR 0001214659-25-001095 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 37,939 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $21,883,973.

    13F-HR 0001214659-24-018586 filed by Stonehage Fleming Financial Services Holdings Ltd
    Filed (acceptance time not in the bulk data set), ingested

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