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ADELL HARRIMAN & CARPENTER INC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADELL HARRIMAN & CARPENTER INC on IVV, newest first. How the timeline and the estimate are built.

ADELL HARRIMAN & CARPENTER INC held 582 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 582 shares
    Change vs previous 13F -198 shares

    0.02% of the 13F portfolio, value $435,853.

    13F-HR 0001134152-26-000008 filed by ADELL HARRIMAN & CARPENTER 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 780 shares
    Change vs previous 13F +100 shares

    0.03% of the 13F portfolio, value $509,503.

    13F-HR 0001134152-26-000006 filed by ADELL HARRIMAN & CARPENTER 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 680 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $465,759.

    13F-HR 0001134152-26-000002 filed by ADELL HARRIMAN & CARPENTER 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 705 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $471,856.

    13F-HR 0001134152-25-000011 filed by ADELL HARRIMAN & CARPENTER 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 730 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $453,257.

    13F-HR 0001134152-25-000006 filed by ADELL HARRIMAN & CARPENTER 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 730 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $410,187.

    13F-HR 0001134152-25-000004 filed by ADELL HARRIMAN & CARPENTER 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 730 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $429,736.

    13F-HR 0001134152-25-000002 filed by ADELL HARRIMAN & CARPENTER 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 730 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $421,078.

    13F-HR 0001134152-24-000010 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

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