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Abacus Planning Group, Inc.: IVV position timeline

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

Abacus Planning Group, Inc. held 14,754 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,754 shares
    Change vs previous 13F +291 shares

    1.37% of the 13F portfolio, value $11,049,118.

    13F-HR 0001602730-26-000004 filed by Abacus Planning 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 14,463 shares
    Change vs previous 13F +227 shares

    1.27% of the 13F portfolio, value $9,447,099.

    13F-HR 0001602730-26-000003 filed by Abacus Planning 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 14,236 shares
    Change vs previous 13F +272 shares

    1.3% of the 13F portfolio, value $9,750,497.

    13F-HR 0001602730-26-000002 filed by Abacus Planning 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 13,964 shares
    Change vs previous 13F +271 shares

    1.29% of the 13F portfolio, value $9,345,782.

    13F-HR 0001602730-25-000008 filed by Abacus Planning 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/A 13,693 shares
    Change vs previous 13F +44 shares

    1.26% of the 13F portfolio, value $8,502,100.

    13F-HR/A 0001602730-25-000006 filed by Abacus Planning 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 13,649 shares
    Change vs previous 13F +22 shares

    1.34% of the 13F portfolio, value $7,669,500.

    13F-HR 0001602730-25-000003 filed by Abacus Planning 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 13,627 shares
    Change vs previous 13F +3 shares

    1.41% of the 13F portfolio, value $8,022,059.

    13F-HR 0001602730-25-000002 filed by Abacus Planning 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 13,624 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $7,858,691.

    13F-HR 0001602730-24-000006 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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