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Sumitomo Mitsui Trust Group, Inc.: IVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sumitomo Mitsui Trust Group, Inc. on IVT, newest first. How the timeline and the estimate are built.

Sumitomo Mitsui Trust Group, Inc. held 81,988 IVT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,988 shares
    Change vs previous 13F -1,636 shares

    <0.01% of the 13F portfolio, value $2,902,375.

    13F-HR 0001214659-26-009184 filed by Sumitomo Mitsui Trust Group, Inc.
    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 83,624 shares
    Change vs previous 13F -1,042 shares

    <0.01% of the 13F portfolio, value $2,547,187.

    13F-HR 0001214659-26-005304 filed by Sumitomo Mitsui Trust Group, Inc.
    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 84,666 shares
    Change vs previous 13F -1,340 shares

    <0.01% of the 13F portfolio, value $2,388,428.

    13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust Group, Inc.
    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 86,006 shares
    Change vs previous 13F -1,257 shares

    <0.01% of the 13F portfolio, value $2,461,492.

    13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust Group, Inc.
    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 87,263 shares
    Change vs previous 13F +3,182 shares

    <0.01% of the 13F portfolio, value $2,391,006.

    13F-HR 0001214659-25-011183 filed by Sumitomo Mitsui Trust Group, Inc.
    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 84,081 shares
    Change vs previous 13F -840 shares

    <0.01% of the 13F portfolio, value $2,469,459.

    13F-HR 0001214659-25-006359 filed by Sumitomo Mitsui Trust Group, Inc.
    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 84,921 shares
    Change vs previous 13F +3,451 shares

    <0.01% of the 13F portfolio, value $2,558,670.

    13F-HR 0001214659-25-001416 filed by Sumitomo Mitsui Trust Group, Inc.
    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 81,470 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,311,304.

    13F-HR 0001214659-24-018417 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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