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Ackerman Asset Management, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ackerman Asset Management, LLC on IVV, newest first. How the timeline and the estimate are built.

Ackerman Asset Management, LLC held 81,527 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,527 shares
    Change vs previous 13F -43 shares

    36.63% of the 13F portfolio, value $61,054,383.

    13F-HR 0002067071-26-000003 filed by Ackerman Asset Management, LLC
    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 81,570 shares
    Change vs previous 13F -804 shares

    37.18% of the 13F portfolio, value $53,282,015.

    13F-HR 0002067071-26-000002 filed by Ackerman Asset Management, LLC
    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 82,374 shares
    Change vs previous 13F -288 shares

    37.53% of the 13F portfolio, value $56,420,907.

    13F-HR 0002067071-26-000001 filed by Ackerman Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 82,662 shares
    Change vs previous 13F -275 shares

    39.62% of the 13F portfolio, value $55,325,344.

    13F-HR 0002067071-25-000004 filed by Ackerman Asset Management, LLC
    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 82,937 shares
    Change vs previous 13F +125 shares

    41.25% of the 13F portfolio, value $51,495,274.

    13F-HR 0002067071-25-000003 filed by Ackerman Asset Management, LLC
    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 82,812 shares
    Change vs previous 13F not available

    42.09% of the 13F portfolio, value $46,531,783.

    13F-HR 0002067071-25-000002 filed by Ackerman Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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