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Disclosery

WoodTrust Financial Corp: IVV position timeline

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

WoodTrust Financial Corp held 2,891 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,891 shares
    Change vs previous 13F +139 shares

    0.27% of the 13F portfolio, value $2,214,000.

    13F-HR 0001725247-26-000008 filed by WoodTrust Financial Corp
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,752 shares
    Change vs previous 13F +2,752 shares

    0.24% of the 13F portfolio, value $2,061,000.

    13F-HR 0001725247-26-000004 filed by WoodTrust Financial Corp
    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 0 shares
    Change vs previous 13F -399 shares

    13F-HR 0001725247-26-000001 filed by WoodTrust Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 399 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $267,000.

    13F-HR 0001725247-25-000011 filed by WoodTrust Financial Corp
    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 399 shares
    Change vs previous 13F -20 shares

    0.03% of the 13F portfolio, value $248,000.

    13F-HR 0001725247-25-000005 filed by WoodTrust Financial Corp
    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 419 shares
    Change vs previous 13F -104 shares

    0.03% of the 13F portfolio, value $235,000.

    13F-HR 0001725247-25-000003 filed by WoodTrust Financial Corp
    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 523 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $308,000.

    13F-HR 0001725247-25-000001 filed by WoodTrust Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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