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Abel Hall, LLC: IVVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abel Hall, LLC on IVVD, newest first. How the timeline and the estimate are built.

Abel Hall, LLC held 30,772 IVVD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,772 shares
    Change vs previous 13F +30,772 shares

    <0.01% of the 13F portfolio, value $26,846.

    13F-HR 0002013339-26-000003 filed by Abel Hall, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -10,604 shares

    13F-HR 0002013339-25-000006 filed by Abel Hall, LLC
    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.

  3. period ended2025-06-30
    13F 10,604 shares
    Change vs previous 13F +530 shares

    <0.01% of the 13F portfolio, value $7,582.

    13F-HR 0002013339-25-000003 filed by Abel Hall, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 10,074 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,098.

    13F-HR 0002013339-25-000002 filed by Abel Hall, LLC
    Filed (acceptance time not in the bulk data set), ingested

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